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 | $600,631 | $77,814+671.9% | $158,223+279.6% | $86,983+590.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 15.29% | 30.54%-15.3pp | 52.09%-36.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $23,511 | $2,592+807.0% | $4,109+472.2% | $2,584+809.7% |
| Participant deferral / active EE | $5,395 | $3,270+65.0% | $5,467-1.3% | $4,194+28.6% |
| Admin fee / account holder | $46,673 | $5,879+693.9% | $16,047+190.9% | $7,856+494.1% |