Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $416,971 | $82,523+405.3% | $115,752+260.2% | $70,124+494.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 13.59% | 28.22%-14.6pp | 19.41%-5.8pp | 73.14%-59.6pp |
| Employer contribution / active EE | $29,041 | $2,758+952.9% | $3,492+731.6% | $2,342+1139.7% |
| Participant deferral / active EE | $10,190 | $4,062+150.9% | $5,204+95.8% | $3,332+205.9% |
| Admin fee / account holder | $12,799 | $4,552+181.2% | $6,278+103.9% | $4,645+175.5% |