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 | $426,299 | $57,352+643.3% | $83,831+408.5% | $64,173+564.3% |
| Participation rate | 94.4% | 68.6%+25.8pp | 76.1%+18.3pp | 69.6%+24.9pp |
| Annual return | 14.52% | 11.38%+3.1pp | 850.99%-836.5pp | 7.63%+6.9pp |
| Employer contribution / active EE | $9,305 | $2,546+265.5% | $3,631+156.3% | $2,381+290.8% |
| Participant deferral / active EE | $9,145 | $2,993+205.5% | $4,082+124.0% | $3,470+163.6% |
| Admin fee / account holder | $9,089 | $4,046+124.6% | $5,479+65.9% | $4,887+86.0% |