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 | $611,926 | $61,391+896.8% | $149,723+308.7% | $71,529+755.5% |
| Participation rate | 96.3% | 62.5%+33.7pp | 78.8%+17.5pp | 67.9%+28.3pp |
| Annual return | 16.30% | 35.88%-19.6pp | 134.50%-118.2pp | 28.97%-12.7pp |
| Employer contribution / active EE | $18,744 | $2,384+686.4% | $4,821+288.8% | $2,590+623.8% |
| Participant deferral / active EE | $13,375 | $2,921+357.9% | $5,682+135.4% | $4,291+211.7% |
| Admin fee / account holder | $13,953 | $1,264+1003.7% | $13,215+5.6% | $1,588+778.4% |