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 | $723,982 | $106,864+577.5% | $147,318+391.4% | $82,637+776.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.64% | 27.49%-11.8pp | 70.43%-54.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $3,882 | $3,417+13.6% | $4,593-15.5% | $2,552+52.1% |
| Participant deferral / active EE | $16,197 | $6,496+149.4% | $7,906+104.9% | $4,126+292.6% |
| Admin fee / account holder | $12,026 | $8,415+42.9% | $13,708-12.3% | $7,339+63.9% |