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 | $543,743 | $103,164+427.1% | $90,259+502.4% | $154,746+251.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 11.94% | 19.25%-7.3pp | 18.88%-6.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $6,513 | $2,532+157.3% | $2,291+184.2% | $4,379+48.7% |
| Participant deferral / active EE | $6,812 | $4,422+54.1% | $3,827+78.0% | $6,730+1.2% |
| Admin fee / account holder | $8,434 | $8,593-1.9% | $7,267+16.1% | $14,365-41.3% |