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 | $378,254 | $112,099+237.4% | $95,954+294.2% | $158,931+138.0% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 15.05% | 171.12%-156.1pp | 91.62%-76.6pp | 302.86%-287.8pp |
| Employer contribution / active EE | $2,428 | $3,198-24.1% | $2,541-4.4% | $4,761-49.0% |
| Participant deferral / active EE | $4,723 | $4,784-1.3% | $4,167+13.4% | $5,982-21.0% |
| Admin fee / account holder | $26,864 | $10,132+165.1% | $6,796+295.3% | $11,247+138.9% |