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 | $661,085 | $142,972+362.4% | $214,702+207.9% | $86,983+660.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 17.86% | 18.49%-0.6pp | 54.55%-36.7pp | 25.83%-8.0pp |
| Employer contribution / active EE | $2,591 | $4,635-44.1% | $6,461-59.9% | $2,584+0.2% |
| Participant deferral / active EE | $7,404 | $6,568+12.7% | $9,147-19.1% | $4,194+76.5% |
| Admin fee / account holder | $11,733 | $17,617-33.4% | $19,830-40.8% | $7,856+49.4% |