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 | $525,600 | $106,524+393.4% | $152,301+245.1% | $87,485+500.8% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.4%+12.9pp | 68.9%+26.4pp |
| Annual return | 22.78% | 26.89%-4.1pp | 80.50%-57.7pp | 26.06%-3.3pp |
| Employer contribution / active EE | $8,949 | $3,371+165.5% | $4,624+93.5% | $2,596+244.7% |
| Participant deferral / active EE | $14,155 | $6,525+116.9% | $8,004+76.9% | $4,274+231.2% |
| Admin fee / account holder | $35,085 | $8,287+323.4% | $14,398+143.7% | $7,775+351.3% |