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 | $803,694 | $154,228+421.1% | $145,433+452.6% | $137,256+485.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.43% | 74.59%-55.2pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $34,151 | $4,804+610.9% | $4,554+649.8% | $4,156+721.7% |
| Participant deferral / active EE | $22,600 | $8,216+175.1% | $7,897+186.2% | $6,407+252.8% |
| Admin fee / account holder | $2,366 | $14,344-83.5% | $13,129-82.0% | $12,270-80.7% |