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 | $523,151 | $210,510+148.5% | $153,500+240.8% | $145,877+258.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 37.70% | 13.45%+24.2pp | 15.70%+22.0pp | 551.28%-513.6pp |
| Employer contribution / active EE | $5,487 | $6,052-9.3% | $5,039+8.9% | $4,663+17.7% |
| Participant deferral / active EE | $22,880 | $7,974+186.9% | $6,756+238.7% | $6,691+242.0% |
| Admin fee / account holder | $9,200 | $19,455-52.7% | $12,736-27.8% | $13,402-31.4% |