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 | $591,712 | $146,267+304.5% | $197,124+200.2% | $82,448+617.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 86.7%-3.4pp | 68.1%+15.3pp |
| Annual return | 14.99% | 29.61%-14.6pp | 44.34%-29.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $17,691 | $4,723+274.5% | $6,227+184.1% | $2,551+593.5% |
| Participant deferral / active EE | $16,106 | $7,035+129.0% | $9,135+76.3% | $4,139+289.1% |
| Admin fee / account holder | $26,334 | $14,422+82.6% | $16,298+61.6% | $7,234+264.0% |