Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $381,014 | $102,422+272.0% | $147,117+159.0% | $80,959+370.6% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 13.35% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $11,866 | $3,717+219.2% | $4,932+140.6% | $2,757+330.4% |
| Participant deferral / active EE | $13,776 | $6,652+107.1% | $8,065+70.8% | $4,300+220.4% |
| Admin fee / account holder | $56,828 | $7,953+614.5% | $12,993+337.4% | $6,925+720.6% |