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 | $505,816 | $106,524+374.8% | $152,301+232.1% | $87,485+478.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.23% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $9,286 | $3,371+175.4% | $4,624+100.8% | $2,596+257.7% |
| Participant deferral / active EE | $10,724 | $6,525+64.4% | $8,004+34.0% | $4,274+150.9% |
| Admin fee / account holder | $65,735 | $8,287+693.3% | $14,398+356.6% | $7,775+745.5% |