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 | $396,860 | $81,276+388.3% | $155,574+155.1% | $80,925+390.4% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.7%+29.9pp |
| Annual return | 16.06% | 33.36%-17.3pp | 64.87%-48.8pp | 35.65%-19.6pp |
| Employer contribution / active EE | $20,106 | $3,103+548.0% | $4,676+330.0% | $2,756+629.5% |
| Participant deferral / active EE | $13,291 | $3,453+284.9% | $5,629+136.1% | $4,299+209.2% |
| Admin fee / account holder | $66,014 | $7,993+725.9% | $15,914+314.8% | $6,940+851.2% |