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 | $485,437 | $106,864+354.3% | $147,318+229.5% | $82,637+487.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.69% | 27.49%-12.8pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $5,867 | $3,417+71.7% | $4,593+27.7% | $2,552+129.9% |
| Participant deferral / active EE | $12,119 | $6,496+86.6% | $7,906+53.3% | $4,126+193.7% |
| Admin fee / account holder | $3,380 | $8,415-59.8% | $13,708-75.3% | $7,339-53.9% |