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 | $474,965 | $155,555+205.3% | $146,866+223.4% | $155,188+206.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.37% | 115.41%-100.0pp | 102.85%-87.5pp | 148.84%-133.5pp |
| Employer contribution / active EE | $21,830 | $4,647+369.8% | $4,425+393.4% | $4,248+413.9% |
| Participant deferral / active EE | $22,007 | $8,044+173.6% | $7,759+183.6% | $6,531+236.9% |
| Admin fee / account holder | $9,637 | $14,755-34.7% | $13,620-29.2% | $14,480-33.4% |