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 | $857,394 | $211,946+304.5% | $169,452+406.0% | $135,379+533.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 6.15% | 3.26%+2.9pp | 1.83%+4.3pp | 519.79%-513.6pp |
| Employer contribution / active EE | $12,500 | $5,117+144.3% | $4,157+200.7% | $4,779+161.6% |
| Participant deferral / active EE | $24,500 | $6,075+303.3% | $5,277+364.3% | $5,609+336.8% |
| Admin fee / account holder | $32,032 | $11,472+179.2% | $9,110+251.6% | $10,828+195.8% |