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 | $471,182 | $184,014+156.1% | $161,149+192.4% | $138,895+239.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.32% | 21.52%-7.2pp | 21.16%-6.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $6,423 | $5,055+27.0% | $4,360+47.3% | $4,194+53.1% |
| Participant deferral / active EE | $17,131 | $6,909+147.9% | $6,153+178.4% | $6,396+167.8% |
| Admin fee / account holder | $6,070 | $18,027-66.3% | $15,194-60.1% | $12,562-51.7% |