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 | $314,722 | $129,737+142.6% | $119,126+164.2% | $154,746+103.4% |
| Participation rate | 93.3% | 78.9%+14.5pp | 75.8%+17.6pp | 80.7%+12.6pp |
| Annual return | 11.96% | 379.08%-367.1pp | 282.11%-270.1pp | 172.34%-160.4pp |
| Employer contribution / active EE | $6,452 | $4,375+47.5% | $4,034+60.0% | $4,379+47.3% |
| Participant deferral / active EE | $14,609 | $5,842+150.1% | $5,318+174.7% | $6,730+117.1% |
| Admin fee / account holder | $46,060 | $11,961+285.1% | $10,693+330.7% | $14,365+220.6% |