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 | $448,570 | $92,985+382.4% | $153,432+192.4% | $80,874+454.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 13.79% | 19.95%-6.2pp | 15.66%-1.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $14,705 | $3,507+319.2% | $5,038+191.9% | $2,756+433.6% |
| Participant deferral / active EE | $5,654 | $5,178+9.2% | $6,757-16.3% | $4,297+31.6% |
| Admin fee / account holder | $29,995 | $8,880+237.8% | $12,725+135.7% | $6,935+332.5% |