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 | $460,303 | $77,908+490.8% | $149,696+207.5% | $75,173+512.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.79% | 31.73%-13.9pp | 134.46%-116.7pp | 160.72%-142.9pp |
| Employer contribution / active EE | $7,249 | $3,138+131.0% | $4,821+50.4% | $2,671+171.4% |
| Participant deferral / active EE | $6,728 | $3,411+97.2% | $5,682+18.4% | $4,126+63.0% |
| Admin fee / account holder | $5,588 | $5,950-6.1% | $13,212-57.7% | $5,651-1.1% |