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 | $687,143 | $212,386+223.5% | $199,883+243.8% | $138,895+394.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 24.03% | 47.75%-23.7pp | 43.81%-19.8pp | 145.39%-121.4pp |
| Employer contribution / active EE | $11,823 | $6,625+78.5% | $6,261+88.8% | $4,194+181.9% |
| Participant deferral / active EE | $33,225 | $9,617+245.5% | $9,138+263.6% | $6,396+419.4% |
| Admin fee / account holder | $4,543 | $18,233-75.1% | $17,268-73.7% | $12,562-63.8% |