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 | $758,946 | $85,766+784.9% | $136,298+456.8% | $70,126+982.3% |
| Participation rate | 98.8% | 74.2%+24.6pp | 81.9%+16.8pp | 69.5%+29.2pp |
| Annual return | 17.97% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $18,824 | $2,966+534.7% | $4,696+300.9% | $2,343+703.6% |
| Participant deferral / active EE | $11,480 | $5,051+127.3% | $6,247+83.8% | $3,332+244.6% |
| Admin fee / account holder | $25,957 | $5,421+378.8% | $9,244+180.8% | $4,645+458.8% |