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 | $537,172 | $184,014+191.9% | $161,149+233.3% | $138,895+286.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.19% | 21.52%-4.3pp | 21.16%-4.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $6,832 | $5,055+35.1% | $4,360+56.7% | $4,194+62.9% |
| Participant deferral / active EE | $5,189 | $6,909-24.9% | $6,153-15.7% | $6,396-18.9% |
| Admin fee / account holder | $105,684 | $18,027+486.3% | $15,194+595.5% | $12,562+741.3% |