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 | $671,580 | $77,814+763.1% | $158,223+324.5% | $86,983+672.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.66% | 30.54%-15.9pp | 52.09%-37.4pp | 25.83%-11.2pp |
| Employer contribution / active EE | $26,060 | $2,592+905.3% | $4,109+534.2% | $2,584+908.3% |
| Participant deferral / active EE | $16,303 | $3,270+398.6% | $5,467+198.2% | $4,194+288.7% |
| Admin fee / account holder | $15,204 | $5,879+158.6% | $16,047-5.3% | $7,856+93.5% |