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 | $430,002 | $102,429+319.8% | $147,096+192.3% | $80,925+431.4% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+29.0pp |
| Annual return | 12.67% | 135.02%-122.4pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $7,670 | $3,716+106.4% | $4,936+55.4% | $2,756+178.3% |
| Participant deferral / active EE | $10,163 | $6,649+52.9% | $8,071+25.9% | $4,299+136.4% |
| Admin fee / account holder | $9,401 | $7,957+18.2% | $13,005-27.7% | $6,940+35.5% |