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 | $984,663 | $135,905+624.5% | $126,068+681.1% | $198,609+395.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 12.14% | 14.07%-1.9pp | 15.01%-2.9pp | 202.70%-190.6pp |
| Employer contribution / active EE | $6,254 | $4,245+47.3% | $3,968+57.6% | $5,055+23.7% |
| Participant deferral / active EE | $25,355 | $8,523+197.5% | $8,214+208.7% | $6,977+263.4% |
| Admin fee / account holder | $22,297 | $21,036+6.0% | $18,264+22.1% | $19,030+17.2% |