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 | $715,743 | $102,393+599.0% | $147,041+386.8% | $80,911+784.6% |
| Participation rate | 92.7% | 75.9%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 13.34% | 134.95%-121.6pp | 419.21%-405.9pp | 35.63%-22.3pp |
| Employer contribution / active EE | $16,800 | $3,715+352.2% | $4,935+240.4% | $2,756+509.6% |
| Participant deferral / active EE | $15,123 | $6,647+127.5% | $8,071+87.4% | $4,297+251.9% |
| Admin fee / account holder | $5,595 | $7,943-29.6% | $13,006-57.0% | $6,935-19.3% |