Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $539,071 | $137,414+292.3% | $189,537+184.4% | $85,847+527.9% |
| Participation rate | 86.1% | 84.6%+1.5pp | 87.8%-1.7pp | 69.3%+16.8pp |
| Annual return | 16.51% | 38.14%-21.6pp | 555.34%-538.8pp | 318.61%-302.1pp |
| Employer contribution / active EE | $30,124 | $4,344+593.4% | $6,161+389.0% | $2,565+1074.3% |
| Participant deferral / active EE | $18,676 | $6,260+198.3% | $8,220+127.2% | $3,952+372.5% |
| Admin fee / account holder | $33,463 | $8,630+287.8% | $12,048+177.7% | $6,261+434.5% |