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 | $613,789 | $106,749+475.0% | $145,433+322.0% | $82,448+644.5% |
| Participation rate | 95.0% | 75.6%+19.4pp | 82.1%+12.9pp | 68.1%+26.9pp |
| Annual return | 15.26% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $6,212 | $3,444+80.4% | $4,554+36.4% | $2,551+143.5% |
| Participant deferral / active EE | $13,595 | $6,519+108.6% | $7,897+72.1% | $4,139+228.4% |
| Admin fee / account holder | $24,396 | $8,390+190.8% | $13,129+85.8% | $7,234+237.2% |