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 | $410,747 | $185,312+121.7% | $161,489+154.4% | $154,746+165.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.13% | 103.84%-83.7pp | 89.72%-69.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $17,543 | $4,769+267.8% | $4,268+311.0% | $4,379+300.6% |
| Participant deferral / active EE | $10,373 | $6,350+63.4% | $5,630+84.2% | $6,730+54.1% |
| Admin fee / account holder | $3,058 | $18,654-83.6% | $16,006-80.9% | $14,365-78.7% |