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 | $376,172 | $76,407+392.3% | $150,298+150.3% | $82,448+356.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.49% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $17,112 | $2,614+554.6% | $4,154+311.9% | $2,551+570.8% |
| Participant deferral / active EE | $10,511 | $3,214+227.0% | $5,453+92.8% | $4,139+153.9% |
| Admin fee / account holder | $33,163 | $6,352+422.1% | $14,116+134.9% | $7,234+358.4% |