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 | $898,733 | $84,236+966.9% | $170,435+427.3% | $70,126+1181.6% |
| Participation rate | 97.7% | 70.8%+26.9pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 13.55% | 23.06%-9.5pp | 205.94%-192.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $31,727 | $3,387+836.7% | $5,432+484.0% | $2,343+1254.4% |
| Participant deferral / active EE | $17,851 | $3,086+478.5% | $4,939+261.4% | $3,332+435.8% |
| Admin fee / account holder | $27,813 | $5,698+388.1% | $13,881+100.4% | $4,645+498.7% |