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 | $646,020 | $223,823+188.6% | $211,142+206.0% | $154,746+317.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.17% | 50.39%-35.2pp | 46.84%-31.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $10,506 | $6,787+54.8% | $6,442+63.1% | $4,379+139.9% |
| Participant deferral / active EE | $13,663 | $9,750+40.1% | $9,284+47.2% | $6,730+103.0% |
| Admin fee / account holder | $539 | $19,707-97.3% | $19,076-97.2% | $14,365-96.2% |