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 | $779,433 | $110,307+606.6% | $96,576+707.1% | $139,456+458.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 13.71% | 26.40%-12.7pp | 25.87%-12.2pp | 373.45%-359.7pp |
| Employer contribution / active EE | $31,165 | $3,619+761.1% | $2,965+951.1% | $4,753+555.7% |
| Participant deferral / active EE | $8,695 | $5,547+56.7% | $4,851+79.2% | $6,711+29.6% |
| Admin fee / account holder | $57,321 | $11,597+394.3% | $8,253+594.6% | $11,407+402.5% |