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 | $553,205 | $201,370+174.7% | $184,256+200.2% | $145,897+279.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 37.94% | 29.05%+8.9pp | 28.85%+9.1pp | 552.29%-514.3pp |
| Employer contribution / active EE | $5,081 | $7,024-27.7% | $6,427-20.9% | $4,663+9.0% |
| Participant deferral / active EE | $17,934 | $9,808+82.9% | $9,133+96.4% | $6,689+168.1% |
| Admin fee / account holder | $12,555 | $16,364-23.3% | $13,899-9.7% | $13,390-6.2% |