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 | $878,374 | $81,331+980.0% | $155,534+464.7% | $80,935+985.3% |
| Participation rate | 93.6% | 66.3%+27.3pp | 78.2%+15.4pp | 67.7%+25.9pp |
| Annual return | 16.70% | 33.37%-16.7pp | 64.92%-48.2pp | 35.66%-19.0pp |
| Employer contribution / active EE | $21,902 | $3,105+605.4% | $4,675+368.5% | $2,757+694.5% |
| Participant deferral / active EE | $8,177 | $3,454+136.7% | $5,630+45.2% | $4,299+90.2% |
| Admin fee / account holder | $37,316 | $7,999+366.5% | $15,900+134.7% | $6,924+438.9% |