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 | $871,569 | $78,690+1007.6% | $161,489+439.7% | $87,485+896.3% |
| Participation rate | 96.6% | 67.5%+29.1pp | 78.7%+17.9pp | 68.9%+27.7pp |
| Annual return | 19.63% | 32.74%-13.1pp | 89.72%-70.1pp | 26.06%-6.4pp |
| Employer contribution / active EE | $31,126 | $2,588+1102.6% | $4,268+629.2% | $2,596+1098.9% |
| Participant deferral / active EE | $22,289 | $3,311+573.2% | $5,630+295.9% | $4,274+421.6% |
| Admin fee / account holder | $33,243 | $6,724+394.4% | $16,006+107.7% | $7,775+327.6% |