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 | $549,225 | $138,386+296.9% | $184,260+198.1% | $80,935+578.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.73% | 20.02%-7.3pp | 28.84%-16.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $11,880 | $4,851+144.9% | $6,427+84.8% | $2,757+331.0% |
| Participant deferral / active EE | $12,756 | $7,076+80.3% | $9,133+39.7% | $4,299+196.7% |
| Admin fee / account holder | $52,628 | $10,489+401.8% | $13,898+278.7% | $6,924+660.0% |