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 | $461,494 | $78,690+486.5% | $161,489+185.8% | $87,485+427.5% |
| Participation rate | 86.5% | 67.5%+19.0pp | 78.7%+7.8pp | 68.9%+17.6pp |
| Annual return | 21.54% | 32.74%-11.2pp | 89.72%-68.2pp | 26.06%-4.5pp |
| Employer contribution / active EE | $1,687 | $2,588-34.8% | $4,268-60.5% | $2,596-35.0% |
| Participant deferral / active EE | $7,541 | $3,311+127.8% | $5,630+34.0% | $4,274+76.5% |
| Admin fee / account holder | $10,329 | $6,724+53.6% | $16,006-35.5% | $7,775+32.9% |