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 | $583,396 | $106,749+446.5% | $145,433+301.1% | $82,448+607.6% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | 16.84% | 27.59%-10.8pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $55,547 | $3,444+1512.7% | $4,554+1119.6% | $2,551+2077.5% |
| Participant deferral / active EE | $5,987 | $6,519-8.2% | $7,897-24.2% | $4,139+44.6% |
| Admin fee / account holder | $48,490 | $8,390+478.0% | $13,129+269.3% | $7,234+570.3% |