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 | $422,751 | $78,690+437.2% | $161,489+161.8% | $87,485+383.2% |
| Participation rate | 97.4% | 67.5%+30.0pp | 78.7%+18.7pp | 68.9%+28.5pp |
| Annual return | 13.86% | 32.74%-18.9pp | 89.72%-75.9pp | 26.06%-12.2pp |
| Employer contribution / active EE | $7,771 | $2,588+200.3% | $4,268+82.1% | $2,596+199.3% |
| Participant deferral / active EE | $6,751 | $3,311+103.9% | $5,630+19.9% | $4,274+58.0% |
| Admin fee / account holder | $117,089 | $6,724+1641.5% | $16,006+631.6% | $7,775+1406.0% |