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 | $403,047 | $125,797+220.4% | $170,043+137.0% | $75,173+436.2% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.0%+10.7pp | 67.2%+30.5pp |
| Annual return | 19.98% | 27.20%-7.2pp | 53.40%-33.4pp | 160.72%-140.7pp |
| Employer contribution / active EE | $25,237 | $4,616+446.7% | $6,790+271.7% | $2,671+844.9% |
| Participant deferral / active EE | $21,098 | $6,838+208.5% | $10,410+102.7% | $4,126+411.3% |
| Admin fee / account holder | $6,958 | $8,177-14.9% | $12,824-45.7% | $5,651+23.1% |