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 | $639,864 | $106,524+500.7% | $152,301+320.1% | $87,485+631.4% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.4%+12.7pp | 68.9%+26.2pp |
| Annual return | 15.56% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.5pp |
| Employer contribution / active EE | $22,528 | $3,371+568.2% | $4,624+387.2% | $2,596+767.7% |
| Participant deferral / active EE | $17,138 | $6,525+162.7% | $8,004+114.1% | $4,274+301.0% |
| Admin fee / account holder | $12,222 | $8,287+47.5% | $14,398-15.1% | $7,775+57.2% |