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 | $462,197 | $101,798+354.0% | $165,071+180.0% | $80,935+471.1% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.2pp | 67.7%+25.2pp |
| Annual return | 34.22% | 16.73%+17.5pp | 70.17%-36.0pp | 35.66%-1.4pp |
| Employer contribution / active EE | $13,648 | $2,954+362.0% | $4,347+213.9% | $2,757+395.1% |
| Participant deferral / active EE | $7,849 | $4,476+75.3% | $6,035+30.1% | $4,299+82.6% |
| Admin fee / account holder | $26,551 | $8,221+222.9% | $12,695+109.1% | $6,924+283.4% |