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 | $454,364 | $275,752+64.8% | $256,809+76.9% | $198,609+128.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.05% | 34.81%-20.8pp | 32.73%-18.7pp | 202.70%-188.7pp |
| Employer contribution / active EE | $41,192 | $7,721+433.5% | $7,263+467.2% | $5,055+714.8% |
| Participant deferral / active EE | $28,550 | $10,037+184.4% | $9,520+199.9% | $6,977+309.2% |
| Admin fee / account holder | $84,129 | $25,716+227.2% | $25,146+234.6% | $19,030+342.1% |