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 | $808,101 | $146,267+452.5% | $197,124+309.9% | $82,448+880.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.80% | 29.61%-12.8pp | 44.34%-27.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $5,852 | $4,723+23.9% | $6,227-6.0% | $2,551+129.4% |
| Participant deferral / active EE | $13,516 | $7,035+92.1% | $9,135+48.0% | $4,139+226.5% |
| Admin fee / account holder | $71,106 | $14,422+393.0% | $16,298+336.3% | $7,234+882.9% |