Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $284,857 | $102,422+178.1% | $147,117+93.6% | $80,959+251.9% |
| Participation rate | 98.7% | 75.9%+22.8pp | 82.2%+16.5pp | 67.7%+31.0pp |
| Annual return | 11.98% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $5,730 | $3,717+54.1% | $4,932+16.2% | $2,757+107.8% |
| Participant deferral / active EE | $13,868 | $6,652+108.5% | $8,065+72.0% | $4,300+222.5% |
| Admin fee / account holder | $14,169 | $7,953+78.2% | $12,993+9.1% | $6,925+104.6% |