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 | $497,510 | $155,555+219.8% | $146,866+238.8% | $155,188+220.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.29% | 115.41%-102.1pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $3,679 | $4,647-20.8% | $4,425-16.8% | $4,248-13.4% |
| Participant deferral / active EE | $15,854 | $8,044+97.1% | $7,759+104.3% | $6,531+142.7% |
| Admin fee / account holder | $1,547 | $14,755-89.5% | $13,620-88.6% | $14,480-89.3% |