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 | $475,670 | $135,956+249.9% | $123,894+283.9% | $273,972+73.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.02% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $6,458 | $5,170+24.9% | $4,617+39.9% | $4,869+32.6% |
| Participant deferral / active EE | $4,981 | $6,343-21.5% | $5,984-16.8% | $5,287-5.8% |
| Admin fee / account holder | $8,676 | $9,817-11.6% | $8,357+3.8% | $10,133-14.4% |