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 | $516,142 | $199,109+159.2% | $173,730+197.1% | $154,746+233.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.12% | 20.02%-10.9pp | 19.96%-10.8pp | 172.34%-163.2pp |
| Employer contribution / active EE | $2,606 | $5,311-50.9% | $4,577-43.1% | $4,379-40.5% |
| Participant deferral / active EE | $2,433 | $7,113-65.8% | $6,326-61.5% | $6,730-63.8% |
| Admin fee / account holder | $20,475 | $20,916-2.1% | $17,523+16.8% | $14,365+42.5% |