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 | $760,640 | $77,920+876.2% | $149,723+408.0% | $75,177+911.8% |
| Participation rate | 95.5% | 65.6%+29.9pp | 78.8%+16.7pp | 67.2%+28.2pp |
| Annual return | 20.52% | 31.72%-11.2pp | 134.50%-114.0pp | 160.75%-140.2pp |
| Employer contribution / active EE | $40,362 | $3,138+1186.1% | $4,821+737.1% | $2,671+1411.1% |
| Participant deferral / active EE | $23,269 | $3,411+582.1% | $5,682+309.5% | $4,126+463.9% |
| Admin fee / account holder | $62,808 | $5,951+955.5% | $13,215+375.3% | $5,651+1011.4% |