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 | $271,226 | $56,197+382.6% | $67,652+300.9% | $59,633+354.8% |
| Participation rate | 89.7% | 71.5%+18.2pp | 75.7%+14.0pp | 68.7%+21.0pp |
| Annual return | 7.09% | 18508.10%-18501.0pp | 6625.40%-6618.3pp | 2041.45%-2034.4pp |
| Employer contribution / active EE | $3,448 | $1,615+113.6% | $2,266+52.2% | $2,203+56.6% |
| Participant deferral / active EE | $7,372 | $2,844+159.2% | $3,560+107.1% | $3,192+131.0% |
| Admin fee / account holder | $19,860 | $3,958+401.8% | $4,821+312.0% | $4,297+362.2% |