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 | $422,469 | $106,749+295.8% | $145,433+190.5% | $82,448+412.4% |
| Participation rate | 84.3% | 75.6%+8.7pp | 82.1%+2.2pp | 68.1%+16.2pp |
| Annual return | 15.45% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $11,758 | $3,444+241.4% | $4,554+158.2% | $2,551+360.9% |
| Participant deferral / active EE | $13,566 | $6,519+108.1% | $7,897+71.8% | $4,139+227.7% |
| Admin fee / account holder | $35,311 | $8,390+320.9% | $13,129+169.0% | $7,234+388.1% |