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 | $494,090 | $84,953+481.6% | $163,379+202.4% | $82,637+497.9% |
| Participation rate | 97.2% | 65.9%+31.3pp | 76.8%+20.4pp | 68.1%+29.2pp |
| Annual return | 14.79% | 23.07%-8.3pp | 63.41%-48.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $13,342 | $2,183+511.3% | $3,752+255.6% | $2,552+422.8% |
| Participant deferral / active EE | $0 | $4,326-100.0% | $6,282-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,073 | $7,921-86.5% | $9,818-89.1% | $7,339-85.4% |