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 | $477,365 | $199,109+139.8% | $173,730+174.8% | $154,746+208.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.21% | 20.02%-9.8pp | 19.96%-9.7pp | 172.34%-162.1pp |
| Employer contribution / active EE | $4,698 | $5,311-11.6% | $4,577+2.6% | $4,379+7.3% |
| Participant deferral / active EE | $9,160 | $7,113+28.8% | $6,326+44.8% | $6,730+36.1% |
| Admin fee / account holder | $1,254 | $20,916-94.0% | $17,523-92.8% | $14,365-91.3% |