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 | $456,330 | $81,276+461.5% | $155,574+193.3% | $80,925+463.9% |
| Participation rate | 98.2% | 66.2%+31.9pp | 78.2%+20.0pp | 67.7%+30.5pp |
| Annual return | 15.69% | 33.36%-17.7pp | 64.87%-49.2pp | 35.65%-20.0pp |
| Employer contribution / active EE | $36,014 | $3,103+1060.6% | $4,676+670.2% | $2,756+1206.6% |
| Participant deferral / active EE | $21,195 | $3,453+513.8% | $5,629+276.5% | $4,299+393.1% |
| Admin fee / account holder | $12,637 | $7,993+58.1% | $15,914-20.6% | $6,940+82.1% |