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 | $545,353 | $181,896+199.8% | $156,551+248.4% | $273,972+99.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.48% | 30.74%-23.3pp | 32.23%-24.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $11,789 | $6,248+88.7% | $5,501+114.3% | $4,869+142.1% |
| Participant deferral / active EE | $5,328 | $5,550-4.0% | $4,871+9.4% | $5,287+0.8% |
| Admin fee / account holder | $8,792 | $15,560-43.5% | $13,028-32.5% | $10,133-13.2% |