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 | $556,252 | $101,795+446.4% | $165,100+236.9% | $80,959+587.1% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.7%+29.4pp |
| Annual return | 12.78% | 16.73%-4.0pp | 70.21%-57.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $17,483 | $2,954+491.9% | $4,348+302.1% | $2,757+534.1% |
| Participant deferral / active EE | $2,389 | $4,476-46.6% | $6,035-60.4% | $4,300-44.4% |
| Admin fee / account holder | $3,764 | $8,221-54.2% | $12,696-70.3% | $6,925-45.6% |