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 | $455,468 | $118,695+283.7% | $98,916+360.5% | $158,950+186.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 16.83% | 372.39%-355.6pp | 196.45%-179.6pp | 302.91%-286.1pp |
| Employer contribution / active EE | $13,657 | $3,333+309.7% | $2,689+407.8% | $4,762+186.8% |
| Participant deferral / active EE | $18,311 | $5,088+259.8% | $4,245+331.4% | $5,983+206.1% |
| Admin fee / account holder | $1,565 | $10,132-84.6% | $6,642-76.4% | $11,248-86.1% |