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 | $470,552 | $155,555+202.5% | $146,866+220.4% | $155,188+203.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.74% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $2,598 | $4,647-44.1% | $4,425-41.3% | $4,248-38.8% |
| Participant deferral / active EE | $24,098 | $8,044+199.6% | $7,759+210.6% | $6,531+269.0% |
| Admin fee / account holder | $3,473 | $14,755-76.5% | $13,620-74.5% | $14,480-76.0% |