Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,869 | $211,224+134.3% | $178,505+177.2% | $145,897+239.2% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 8.82% | 30.28%-21.5pp | 27.16%-18.3pp | 552.29%-543.5pp |
| Employer contribution / active EE | $17,200 | $4,577+275.8% | $3,955+334.9% | $4,663+268.9% |
| Participant deferral / active EE | $10,525 | $6,966+51.1% | $6,280+67.6% | $6,689+57.3% |
| Admin fee / account holder | $35,051 | $12,109+189.5% | $10,428+236.1% | $13,390+161.8% |