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 | $474,872 | $60,349+686.9% | $74,184+540.1% | $62,881+655.2% |
| Participation rate | 98.1% | 72.7%+25.4pp | 76.6%+21.5pp | 69.3%+28.8pp |
| Annual return | 7.14% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $7,075 | $1,680+321.1% | $2,370+198.5% | $2,281+210.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $46,960 | $4,261+1002.1% | $5,586+740.7% | $4,296+993.2% |