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 | $457,252 | $106,749+328.3% | $145,433+214.4% | $82,448+454.6% |
| Participation rate | 98.5% | 75.6%+22.8pp | 82.1%+16.4pp | 68.1%+30.4pp |
| Annual return | 16.25% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $11,563 | $3,444+235.7% | $4,554+153.9% | $2,551+353.3% |
| Participant deferral / active EE | $14,213 | $6,519+118.0% | $7,897+80.0% | $4,139+243.4% |
| Admin fee / account holder | $7,526 | $8,390-10.3% | $13,129-42.7% | $7,234+4.0% |