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 | $532,687 | $201,344+164.6% | $184,243+189.1% | $145,877+265.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.68% | 29.01%-13.3pp | 28.82%-13.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $7,316 | $7,022+4.2% | $6,427+13.8% | $4,663+56.9% |
| Participant deferral / active EE | $24,482 | $9,807+149.6% | $9,132+168.1% | $6,691+265.9% |
| Admin fee / account holder | $401 | $16,382-97.6% | $13,914-97.1% | $13,402-97.0% |