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 | $533,299 | $81,358+555.5% | $155,556+242.8% | $80,959+558.7% |
| Participation rate | 94.6% | 66.3%+28.3pp | 78.2%+16.4pp | 67.7%+26.9pp |
| Annual return | 14.09% | 33.39%-19.3pp | 64.84%-50.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $33,243 | $3,106+970.2% | $4,675+611.0% | $2,757+1105.7% |
| Participant deferral / active EE | $22,101 | $3,455+539.6% | $5,631+292.5% | $4,300+413.9% |
| Admin fee / account holder | $13,571 | $7,994+69.8% | $15,885-14.6% | $6,925+96.0% |