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 | $465,436 | $89,259+421.4% | $107,187+334.2% | $82,637+463.2% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.3pp |
| Annual return | 19.87% | 21.02%-1.2pp | 204.55%-184.7pp | 53.51%-33.6pp |
| Employer contribution / active EE | $19,986 | $3,080+548.9% | $3,782+428.4% | $2,552+683.1% |
| Participant deferral / active EE | $19,583 | $4,037+385.0% | $5,096+284.3% | $4,126+374.6% |
| Admin fee / account holder | $8,897 | $7,381+20.5% | $9,162-2.9% | $7,339+21.2% |