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 | $486,460 | $100,147+385.7% | $81,286+498.5% | $145,877+233.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 25.13% | 34.44%-9.3pp | 24.80%+0.3pp | 551.28%-526.2pp |
| Employer contribution / active EE | $3,008 | $2,977+1.0% | $2,463+22.2% | $4,663-35.5% |
| Participant deferral / active EE | $6,716 | $4,607+45.8% | $3,883+72.9% | $6,691+0.4% |
| Admin fee / account holder | $40,869 | $8,201+398.3% | $5,764+609.0% | $13,402+204.9% |