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 | $460,490 | $81,276+466.6% | $155,574+196.0% | $80,925+469.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.30% | 33.36%-18.1pp | 64.87%-49.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $29,026 | $3,103+835.4% | $4,676+520.8% | $2,756+953.1% |
| Participant deferral / active EE | $16,083 | $3,453+365.8% | $5,629+185.7% | $4,299+274.1% |
| Admin fee / account holder | $45,384 | $7,993+467.8% | $15,914+185.2% | $6,940+553.9% |