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 | $432,754 | $98,760+338.2% | $149,715+189.1% | $79,858+441.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.61% | 27.43%-14.8pp | 276.66%-264.1pp | 31.72%-19.1pp |
| Employer contribution / active EE | $9,800 | $3,217+204.7% | $4,645+111.0% | $2,471+296.6% |
| Participant deferral / active EE | $8,916 | $5,681+57.0% | $6,842+30.3% | $3,740+138.4% |
| Admin fee / account holder | $8,199 | $6,053+35.4% | $9,310-11.9% | $5,306+54.5% |