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 | $553,324 | $139,948+295.4% | $121,663+354.8% | $154,746+257.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.74% | 230.52%-211.8pp | 147.54%-128.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,752 | $3,521+35.0% | $3,020+57.4% | $4,379+8.5% |
| Participant deferral / active EE | $7,213 | $5,629+28.1% | $4,887+47.6% | $6,730+7.2% |
| Admin fee / account holder | $5,736 | $17,321-66.9% | $14,289-59.9% | $14,365-60.1% |