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 | $425,158 | $85,766+395.7% | $136,298+211.9% | $70,126+506.3% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 16.75% | 31.46%-14.7pp | 5156.27%-5139.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $22,125 | $2,966+645.9% | $4,696+371.2% | $2,343+844.5% |
| Participant deferral / active EE | $13,538 | $5,051+168.0% | $6,247+116.7% | $3,332+306.3% |
| Admin fee / account holder | $85,855 | $5,421+1483.9% | $9,244+828.8% | $4,645+1748.1% |