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 | $582,221 | $102,422+468.5% | $147,117+295.8% | $80,959+619.2% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 13.32% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $9,150 | $3,717+146.1% | $4,932+85.5% | $2,757+231.9% |
| Participant deferral / active EE | $8,872 | $6,652+33.4% | $8,065+10.0% | $4,300+106.3% |
| Admin fee / account holder | $21,945 | $7,953+175.9% | $12,993+68.9% | $6,925+216.9% |