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 | $690,284 | $146,267+371.9% | $197,124+250.2% | $82,448+737.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.24% | 29.61%-14.4pp | 44.34%-29.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,942 | $4,723-37.7% | $6,227-52.8% | $2,551+15.3% |
| Participant deferral / active EE | $24,125 | $7,035+242.9% | $9,135+164.1% | $4,139+482.8% |
| Admin fee / account holder | $54,292 | $14,422+276.5% | $16,298+233.1% | $7,234+650.5% |