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 | $420,362 | $146,267+187.4% | $197,124+113.2% | $82,448+409.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.65% | 29.61%-14.0pp | 44.34%-28.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $9,575 | $4,723+102.7% | $6,227+53.8% | $2,551+275.4% |
| Participant deferral / active EE | $15,416 | $7,035+119.1% | $9,135+68.8% | $4,139+272.4% |
| Admin fee / account holder | $2,182 | $14,422-84.9% | $16,298-86.6% | $7,234-69.8% |