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 | $718,398 | $115,225+523.5% | $100,712+613.3% | $138,895+417.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.67% | 40.35%-26.7pp | 33.27%-19.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $4,768 | $2,771+72.1% | $2,313+106.2% | $4,194+13.7% |
| Participant deferral / active EE | $4,230 | $4,699-10.0% | $4,085+3.5% | $6,396-33.9% |
| Admin fee / account holder | $2,065 | $10,844-81.0% | $9,256-77.7% | $12,562-83.6% |