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 | $400,557 | $93,617+327.9% | $135,982+194.6% | $75,177+432.8% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | 15.60% | 30.89%-15.3pp | 68.32%-52.7pp | 160.75%-145.2pp |
| Employer contribution / active EE | $8,193 | $3,538+131.6% | $4,859+68.6% | $2,671+206.7% |
| Participant deferral / active EE | $12,815 | $6,406+100.0% | $7,760+65.1% | $4,126+210.6% |
| Admin fee / account holder | $39,602 | $6,980+467.4% | $10,767+267.8% | $5,651+600.8% |