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 | $445,635 | $138,386+222.0% | $184,260+141.9% | $80,935+450.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.23% | 20.02%-6.8pp | 28.84%-15.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $14,919 | $4,851+207.6% | $6,427+132.1% | $2,757+441.2% |
| Participant deferral / active EE | $18,590 | $7,076+162.7% | $9,133+103.6% | $4,299+332.4% |
| Admin fee / account holder | $29,736 | $10,489+183.5% | $13,898+114.0% | $6,924+329.4% |