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 | $583,352 | $154,228+278.2% | $145,433+301.1% | $137,256+325.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.99% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $7,236 | $4,804+50.6% | $4,554+58.9% | $4,156+74.1% |
| Participant deferral / active EE | $17,671 | $8,216+115.1% | $7,897+123.8% | $6,407+175.8% |
| Admin fee / account holder | $12,060 | $14,344-15.9% | $13,129-8.1% | $12,270-1.7% |