Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $459,223 | $106,524+331.1% | $152,301+201.5% | $87,485+424.9% |
| Participation rate | 90.9% | 75.8%+15.2pp | 82.4%+8.5pp | 68.9%+22.0pp |
| Annual return | 16.18% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.9pp |
| Employer contribution / active EE | $18,269 | $3,371+441.9% | $4,624+295.1% | $2,596+603.7% |
| Participant deferral / active EE | $15,588 | $6,525+138.9% | $8,004+94.8% | $4,274+264.7% |
| Admin fee / account holder | $39,101 | $8,287+371.9% | $14,398+171.6% | $7,775+402.9% |