Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $599,196 | $81,276+637.2% | $155,574+285.2% | $80,925+640.4% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 15.72% | 33.36%-17.6pp | 64.87%-49.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $35,846 | $3,103+1055.2% | $4,676+666.6% | $2,756+1200.5% |
| Participant deferral / active EE | $8,203 | $3,453+137.6% | $5,629+45.7% | $4,299+90.8% |
| Admin fee / account holder | $36,991 | $7,993+362.8% | $15,914+132.4% | $6,940+433.0% |