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 | $527,393 | $77,901+577.0% | $149,717+252.3% | $75,181+601.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.24% | 31.73%-12.5pp | 134.41%-115.2pp | 160.69%-141.4pp |
| Employer contribution / active EE | $37,682 | $3,137+1101.1% | $4,820+681.8% | $2,671+1311.1% |
| Participant deferral / active EE | $24,427 | $3,411+616.1% | $5,682+329.9% | $4,126+492.1% |
| Admin fee / account holder | $18,863 | $5,949+217.1% | $13,213+42.8% | $5,650+233.9% |