Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $834,409 | $110,240+656.9% | $96,544+764.3% | $139,487+498.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.59% | 26.41%-13.8pp | 25.88%-13.3pp | 373.84%-361.2pp |
| Employer contribution / active EE | $1,719 | $3,622-52.5% | $2,966-42.0% | $4,755-63.8% |
| Participant deferral / active EE | $2,168 | $5,549-60.9% | $4,851-55.3% | $6,713-67.7% |
| Admin fee / account holder | $76,935 | $11,602+563.1% | $8,254+832.1% | $11,407+574.4% |