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 | $669,325 | $81,358+722.7% | $155,556+330.3% | $80,959+726.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.76% | 33.39%-19.6pp | 64.84%-51.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $30,134 | $3,106+870.1% | $4,675+544.5% | $2,757+992.9% |
| Participant deferral / active EE | $17,855 | $3,455+416.7% | $5,631+217.1% | $4,300+315.2% |
| Admin fee / account holder | $7,312 | $7,994-8.5% | $15,885-54.0% | $6,925+5.6% |