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 | $570,921 | $108,882+424.3% | $96,754+490.1% | $154,746+268.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 11.40% | 98.39%-87.0pp | 82.04%-70.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $2,024 | $3,018-33.0% | $2,679-24.5% | $4,379-53.8% |
| Participant deferral / active EE | $7,189 | $5,323+35.1% | $4,758+51.1% | $6,730+6.8% |
| Admin fee / account holder | $16,010 | $10,200+57.0% | $8,905+79.8% | $14,365+11.4% |