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 | $671,187 | $81,233+726.2% | $155,567+331.4% | $80,874+729.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.22% | 33.33%-17.1pp | 64.74%-48.5pp | 35.62%-19.4pp |
| Employer contribution / active EE | $28,110 | $3,101+806.5% | $4,674+501.4% | $2,756+920.1% |
| Participant deferral / active EE | $22,694 | $3,452+557.4% | $5,628+303.2% | $4,297+428.1% |
| Admin fee / account holder | $33,237 | $7,998+315.6% | $15,916+108.8% | $6,935+379.2% |