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 | $489,957 | $77,460+532.5% | $100,378+388.1% | $80,925+505.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 18.20% | 37.24%-19.0pp | 49.41%-31.2pp | 35.65%-17.4pp |
| Employer contribution / active EE | $13,323 | $2,801+375.6% | $3,942+238.0% | $2,756+383.4% |
| Participant deferral / active EE | $20,999 | $6,818+208.0% | $8,087+159.7% | $4,299+388.5% |
| Admin fee / account holder | $11,644 | $5,887+97.8% | $7,899+47.4% | $6,940+67.8% |