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 | $536,221 | $138,386+287.5% | $184,260+191.0% | $80,935+562.5% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.8pp | 67.7%+28.9pp |
| Annual return | 17.39% | 20.02%-2.6pp | 28.84%-11.5pp | 35.66%-18.3pp |
| Employer contribution / active EE | $28,841 | $4,851+494.6% | $6,427+348.7% | $2,757+946.2% |
| Participant deferral / active EE | $21,050 | $7,076+197.5% | $9,133+130.5% | $4,299+389.6% |
| Admin fee / account holder | $41,370 | $10,489+294.4% | $13,898+197.7% | $6,924+497.5% |