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 | $746,859 | $118,496+530.3% | $98,461+658.5% | $139,466+435.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.80% | 18.96%-5.2pp | 21.17%-7.4pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,441 | $3,611-60.1% | $3,049-52.7% | $4,754-69.7% |
| Participant deferral / active EE | $21,350 | $5,393+295.9% | $4,738+350.6% | $6,712+218.1% |
| Admin fee / account holder | $3,747 | $14,056-73.3% | $8,961-58.2% | $11,409-67.2% |