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 | $588,807 | $108,825+441.1% | $156,181+277.0% | $82,448+614.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.79% | 20.59%-7.8pp | 64.87%-52.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $7,137 | $2,870+148.7% | $4,294+66.2% | $2,551+179.8% |
| Participant deferral / active EE | $10,644 | $4,577+132.5% | $6,132+73.6% | $4,139+157.1% |
| Admin fee / account holder | $14,867 | $9,341+59.2% | $14,586+1.9% | $7,234+105.5% |