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 | $563,397 | $135,956+314.4% | $123,894+354.7% | $273,970+105.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.97% | 56.63%-46.7pp | 47.52%-37.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $4,072 | $5,170-21.2% | $4,617-11.8% | $4,869-16.4% |
| Participant deferral / active EE | $8,557 | $6,343+34.9% | $5,984+43.0% | $5,287+61.9% |
| Admin fee / account holder | $66,952 | $9,817+582.0% | $8,357+701.1% | $10,132+560.8% |