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 | $482,944 | $77,920+519.8% | $149,723+222.6% | $75,177+542.4% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 22.28% | 31.72%-9.4pp | 134.50%-112.2pp | 160.75%-138.5pp |
| Employer contribution / active EE | $20,638 | $3,138+557.6% | $4,821+328.0% | $2,671+672.6% |
| Participant deferral / active EE | $5,123 | $3,411+50.2% | $5,682-9.8% | $4,126+24.2% |
| Admin fee / account holder | $409 | $5,951-93.1% | $13,215-96.9% | $5,651-92.8% |