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 | $614,263 | $110,083+458.0% | $151,628+305.1% | $68,495+796.8% |
| Participation rate | 88.2% | 84.0%+4.3pp | 87.5%+0.7pp | 67.9%+20.3pp |
| Annual return | -17.55% | -10.12%-7.4pp | 3.34%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $33,602 | $4,470+651.7% | $6,165+445.0% | $2,596+1194.1% |
| Participant deferral / active EE | $13,397 | $6,526+105.3% | $8,363+60.2% | $4,028+232.6% |
| Admin fee / account holder | $13,668 | $7,718+77.1% | $11,613+17.7% | $5,403+153.0% |