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 | $553,425 | $223,823+147.3% | $211,142+162.1% | $154,746+257.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 25.90% | 50.39%-24.5pp | 46.84%-20.9pp | 172.34%-146.4pp |
| Employer contribution / active EE | $2,650 | $6,787-61.0% | $6,442-58.9% | $4,379-39.5% |
| Participant deferral / active EE | $8,600 | $9,750-11.8% | $9,284-7.4% | $6,730+27.8% |
| Admin fee / account holder | $5,027 | $19,707-74.5% | $19,076-73.6% | $14,365-65.0% |