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 | $732,067 | $81,276+800.7% | $155,574+370.6% | $80,925+804.6% |
| Participation rate | 98.8% | 66.2%+32.5pp | 78.2%+20.6pp | 67.7%+31.1pp |
| Annual return | 13.88% | 33.36%-19.5pp | 64.87%-51.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $42,953 | $3,103+1284.2% | $4,676+818.6% | $2,756+1458.4% |
| Participant deferral / active EE | $18,806 | $3,453+444.6% | $5,629+234.1% | $4,299+337.5% |
| Admin fee / account holder | $41,490 | $7,993+419.1% | $15,914+160.7% | $6,940+497.8% |