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 | $415,889 | $83,485+398.2% | $125,195+232.2% | $72,976+469.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.18% | 25.77%-3.6pp | 43.79%-21.6pp | 81.02%-58.8pp |
| Employer contribution / active EE | $14,777 | $2,346+530.0% | $3,866+282.2% | $2,440+505.6% |
| Participant deferral / active EE | $14,960 | $3,586+317.1% | $4,937+203.0% | $3,608+314.7% |
| Admin fee / account holder | $1,359 | $5,518-75.4% | $9,704-86.0% | $5,124-73.5% |