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 | $506,370 | $117,895+329.5% | $102,460+394.2% | $145,897+247.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.80% | 31.92%-13.1pp | 29.47%-10.7pp | 552.29%-533.5pp |
| Employer contribution / active EE | $3,671 | $3,619+1.4% | $3,025+21.3% | $4,663-21.3% |
| Participant deferral / active EE | $10,701 | $5,736+86.6% | $5,056+111.6% | $6,689+60.0% |
| Admin fee / account holder | $22,126 | $13,353+65.7% | $9,460+133.9% | $13,390+65.2% |