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 | $758,213 | $85,171+790.2% | $172,752+338.9% | $72,975+939.0% |
| Participation rate | 95.9% | 70.1%+25.9pp | 82.6%+13.3pp | 69.5%+26.4pp |
| Annual return | 22.22% | 27.32%-5.1pp | 802.97%-780.8pp | 81.01%-58.8pp |
| Employer contribution / active EE | $34,506 | $3,324+938.1% | $5,144+570.8% | $2,440+1314.1% |
| Participant deferral / active EE | $8,796 | $3,260+169.8% | $5,198+69.2% | $3,608+143.8% |
| Admin fee / account holder | $73,897 | $5,880+1156.7% | $13,955+429.5% | $5,124+1342.2% |