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 | $476,297 | $93,598+408.9% | $135,974+250.3% | $75,173+533.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.19% | 30.89%-11.7pp | 68.30%-49.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $3,395 | $3,538-4.0% | $4,859-30.1% | $2,671+27.1% |
| Participant deferral / active EE | $9,859 | $6,405+53.9% | $7,760+27.0% | $4,126+138.9% |
| Admin fee / account holder | $1,011 | $6,978-85.5% | $10,767-90.6% | $5,651-82.1% |