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 | $498,591 | $85,766+481.3% | $136,298+265.8% | $70,126+611.0% |
| Participation rate | 95.4% | 74.2%+21.2pp | 81.9%+13.5pp | 69.5%+25.8pp |
| Annual return | 16.00% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $17,757 | $2,966+498.7% | $4,696+278.2% | $2,343+658.0% |
| Participant deferral / active EE | $13,911 | $5,051+175.4% | $6,247+122.7% | $3,332+317.5% |
| Admin fee / account holder | $16,849 | $5,421+210.8% | $9,244+82.3% | $4,645+262.7% |