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 | $495,568 | $73,863+570.9% | $143,797+244.6% | $68,490+623.6% |
| Participation rate | 95.1% | 66.7%+28.5pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | 2.28% | 0.91%+1.4pp | -0.04%+2.3pp | -7.85%+10.1pp |
| Employer contribution / active EE | $16,665 | $3,185+423.3% | $4,952+236.5% | $2,597+541.8% |
| Participant deferral / active EE | $13,765 | $3,385+306.7% | $5,638+144.1% | $4,028+241.8% |
| Admin fee / account holder | $44,608 | $5,756+675.0% | $14,679+203.9% | $5,403+725.6% |