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 | $421,682 | $122,239+245.0% | $184,200+128.9% | $74,546+465.7% |
| Participation rate | 93.4% | 85.5%+7.9pp | 86.8%+6.6pp | 67.2%+26.2pp |
| Annual return | 21.46% | 19.95%+1.5pp | 28.80%-7.3pp | 1366.03%-1344.6pp |
| Employer contribution / active EE | $10,041 | $4,537+121.3% | $6,424+56.3% | $2,624+282.6% |
| Participant deferral / active EE | $11,273 | $7,139+57.9% | $9,132+23.4% | $4,347+159.3% |
| Admin fee / account holder | $9,099 | $1,260+622.3% | $13,907-34.6% | $1,944+368.1% |