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 | $745,809 | $81,276+817.6% | $155,574+379.4% | $80,925+821.6% |
| Participation rate | 81.1% | 66.2%+14.9pp | 78.2%+2.9pp | 67.7%+13.5pp |
| Annual return | 14.95% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $28,941 | $3,103+832.7% | $4,676+519.0% | $2,756+950.0% |
| Participant deferral / active EE | $17,641 | $3,453+410.9% | $5,629+213.4% | $4,299+310.4% |
| Admin fee / account holder | $62,178 | $7,993+677.9% | $15,914+290.7% | $6,940+795.9% |