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 | $442,635 | $88,996+397.4% | $78,004+467.5% | $138,895+218.7% |
| Participation rate | 90.0% | 74.4%+15.6pp | 69.4%+20.6pp | 79.9%+10.1pp |
| Annual return | 19.47% | 28.03%-8.6pp | 31.07%-11.6pp | 145.39%-125.9pp |
| Employer contribution / active EE | $6,004 | $2,917+105.8% | $2,469+143.2% | $4,194+43.2% |
| Participant deferral / active EE | $23,355 | $4,724+394.4% | $4,092+470.8% | $6,396+265.1% |
| Admin fee / account holder | $17,415 | $8,807+97.7% | $7,578+129.8% | $12,562+38.6% |