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 | $561,792 | $81,276+591.2% | $155,574+261.1% | $80,925+594.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.13% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $26,334 | $3,103+748.6% | $4,676+463.2% | $2,756+855.4% |
| Participant deferral / active EE | $19,518 | $3,453+465.3% | $5,629+246.7% | $4,299+354.1% |
| Admin fee / account holder | $32,347 | $7,993+304.7% | $15,914+103.3% | $6,940+366.1% |