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 | $700,727 | $97,125+621.5% | $86,233+712.6% | $137,256+410.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.60% | 74.19%-54.6pp | 61.39%-41.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,545 | $2,841+60.0% | $2,504+81.5% | $4,156+9.4% |
| Participant deferral / active EE | $12,481 | $5,180+141.0% | $4,559+173.8% | $6,407+94.8% |
| Admin fee / account holder | $20,316 | $9,725+108.9% | $8,342+143.5% | $12,270+65.6% |