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 | $656,736 | $178,174+268.6% | $156,181+320.5% | $137,256+378.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.10% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $6,230 | $4,972+25.3% | $4,294+45.1% | $4,156+49.9% |
| Participant deferral / active EE | $15,511 | $6,888+125.2% | $6,132+152.9% | $6,407+142.1% |
| Admin fee / account holder | $43,853 | $17,404+152.0% | $14,586+200.7% | $12,270+257.4% |