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 | $459,117 | $73,787+522.2% | $98,716+365.1% | $82,448+456.9% |
| Participation rate | 88.0% | 61.4%+26.6pp | 69.3%+18.7pp | 68.1%+19.9pp |
| Annual return | 13.68% | 18.57%-4.9pp | 31.81%-18.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $10,613 | $1,511+602.3% | $2,279+365.8% | $2,551+316.0% |
| Participant deferral / active EE | $10,497 | $3,081+240.7% | $4,048+159.3% | $4,139+153.6% |
| Admin fee / account holder | $51,925 | $6,500+698.8% | $8,703+496.6% | $7,234+617.8% |