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 | $446,644 | $84,236+430.2% | $170,435+162.1% | $70,126+536.9% |
| Participation rate | 97.6% | 70.8%+26.8pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 16.83% | 23.06%-6.2pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $26,281 | $3,387+675.9% | $5,432+383.8% | $2,343+1021.9% |
| Participant deferral / active EE | $16,467 | $3,086+433.6% | $4,939+233.4% | $3,332+394.2% |
| Admin fee / account holder | $3,799 | $5,698-33.3% | $13,881-72.6% | $4,645-18.2% |