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 | $544,144 | $199,109+173.3% | $173,730+213.2% | $154,746+251.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.62% | 20.02%-5.4pp | 19.96%-5.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $7,348 | $5,311+38.3% | $4,577+60.5% | $4,379+67.8% |
| Participant deferral / active EE | $11,789 | $7,113+65.8% | $6,326+86.4% | $6,730+75.2% |
| Admin fee / account holder | $1,802 | $20,916-91.4% | $17,523-89.7% | $14,365-87.5% |