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 | $442,171 | $65,440+575.7% | $98,506+348.9% | $85,851+415.0% |
| Participation rate | 98.4% | 65.0%+33.4pp | 73.3%+25.0pp | 69.3%+29.1pp |
| Annual return | 13.54% | 21.75%-8.2pp | 1494.92%-1481.4pp | 318.63%-305.1pp |
| Employer contribution / active EE | $23,690 | $2,169+992.2% | $2,961+700.0% | $2,565+823.4% |
| Participant deferral / active EE | $12,727 | $3,168+301.7% | $4,277+197.6% | $3,952+222.0% |
| Admin fee / account holder | $26,635 | $4,596+479.6% | $5,955+347.3% | $6,261+325.4% |