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 | $473,585 | $89,370+429.9% | $141,197+235.4% | $72,976+549.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.45% | 111.88%-89.4pp | 71.41%-49.0pp | 81.02%-58.6pp |
| Employer contribution / active EE | $18,441 | $3,115+492.0% | $4,736+289.4% | $2,440+655.8% |
| Participant deferral / active EE | $6,614 | $5,419+22.1% | $6,710-1.4% | $3,608+83.3% |
| Admin fee / account holder | $19,523 | $5,957+227.7% | $10,265+90.2% | $5,124+281.0% |