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 | $972,876 | $81,358+1095.8% | $155,556+525.4% | $80,959+1101.7% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 11.42% | 33.39%-22.0pp | 64.84%-53.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $25,865 | $3,106+732.6% | $4,675+453.2% | $2,757+838.1% |
| Participant deferral / active EE | $22,582 | $3,455+553.5% | $5,631+301.0% | $4,300+425.1% |
| Admin fee / account holder | $78,680 | $7,994+884.3% | $15,885+395.3% | $6,925+1036.1% |