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 | $405,546 | $76,551+429.8% | $123,894+227.3% | $62,881+544.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.73% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $12,690 | $2,882+340.3% | $4,617+174.9% | $2,281+456.4% |
| Participant deferral / active EE | $9,254 | $4,840+91.2% | $5,984+54.6% | $3,203+188.9% |
| Admin fee / account holder | $9,036 | $4,826+87.2% | $8,357+8.1% | $4,296+110.3% |