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 | $660,173 | $72,177+814.7% | $115,038+473.9% | $59,633+1007.1% |
| Participation rate | 93.2% | 72.6%+20.7pp | 81.4%+11.9pp | 68.7%+24.6pp |
| Annual return | 1.13% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $16,958 | $2,841+496.9% | $4,608+268.0% | $2,203+669.9% |
| Participant deferral / active EE | $12,013 | $4,783+151.2% | $6,026+99.3% | $3,192+276.4% |
| Admin fee / account holder | $15,371 | $4,927+212.0% | $8,175+88.0% | $4,297+257.7% |