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 | $714,483 | $174,379+309.7% | $152,093+369.8% | $138,895+414.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 29.79% | 74.86%-45.1pp | 66.36%-36.6pp | 145.39%-115.6pp |
| Employer contribution / active EE | $6,617 | $4,652+42.2% | $4,175+58.5% | $4,194+57.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,745 | $16,880-71.9% | $14,497-67.3% | $12,562-62.2% |