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 | $821,081 | $213,785+284.1% | $185,441+342.8% | $155,188+429.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.90% | 19.97%-5.1pp | 20.16%-5.3pp | 148.84%-133.9pp |
| Employer contribution / active EE | $25,623 | $5,393+375.1% | $4,672+448.4% | $4,248+503.2% |
| Participant deferral / active EE | $15,224 | $6,864+121.8% | $6,152+147.5% | $6,531+133.1% |
| Admin fee / account holder | $3,828 | $21,134-81.9% | $17,890-78.6% | $14,480-73.6% |