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 | $585,754 | $106,524+449.9% | $152,301+284.6% | $87,485+569.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 17.06% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-9.0pp |
| Employer contribution / active EE | $19,044 | $3,371+464.9% | $4,624+311.8% | $2,596+633.5% |
| Participant deferral / active EE | $17,329 | $6,525+165.6% | $8,004+116.5% | $4,274+305.5% |
| Admin fee / account holder | $40,787 | $8,287+392.2% | $14,398+183.3% | $7,775+424.6% |