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 | $523,148 | $81,358+543.0% | $155,556+236.3% | $80,959+546.2% |
| Participation rate | 92.6% | 66.3%+26.3pp | 78.2%+14.4pp | 67.7%+24.9pp |
| Annual return | 13.87% | 33.39%-19.5pp | 64.84%-51.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $19,810 | $3,106+537.7% | $4,675+323.7% | $2,757+618.5% |
| Participant deferral / active EE | $15,526 | $3,455+349.3% | $5,631+175.7% | $4,300+261.0% |
| Admin fee / account holder | $31,598 | $7,994+295.3% | $15,885+98.9% | $6,925+356.3% |