Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $464,342 | $185,141+150.8% | $153,416+202.7% | $155,188+199.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 19.51% | 18.72%+0.8pp | 17.84%+1.7pp | 148.84%-129.3pp |
| Employer contribution / active EE | $18,023 | $4,489+301.4% | $3,764+378.8% | $4,248+324.3% |
| Participant deferral / active EE | $20,190 | $5,477+268.6% | $4,723+327.5% | $6,531+209.1% |
| Admin fee / account holder | $10,023 | $16,005-37.4% | $13,095-23.5% | $14,480-30.8% |