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 | $700,500 | $197,819+254.1% | $155,789+349.6% | $125,393+458.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | 12.60% | 86.73%-74.1pp | 71.54%-58.9pp | 282.23%-269.6pp |
| Employer contribution / active EE | $7,500 | $4,850+54.6% | $3,839+95.4% | $4,866+54.1% |
| Participant deferral / active EE | $6,900 | $5,631+22.5% | $4,798+43.8% | $5,351+28.9% |
| Admin fee / account holder | $83,884 | $9,544+778.9% | $7,477+1021.9% | $9,541+779.2% |