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 | $491,235 | $88,672+454.0% | $105,223+366.8% | $82,448+495.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.13% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $9,828 | $3,048+222.5% | $3,689+166.5% | $2,551+285.3% |
| Participant deferral / active EE | $16,860 | $4,036+317.7% | $5,072+232.4% | $4,139+307.3% |
| Admin fee / account holder | $49,303 | $7,146+589.9% | $8,859+456.5% | $7,234+581.5% |