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 | $514,973 | $155,555+231.1% | $146,866+250.6% | $155,188+231.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.18% | 115.41%-103.2pp | 102.85%-90.7pp | 148.84%-136.7pp |
| Employer contribution / active EE | $5,648 | $4,647+21.5% | $4,425+27.6% | $4,248+33.0% |
| Participant deferral / active EE | $5,582 | $8,044-30.6% | $7,759-28.1% | $6,531-14.5% |
| Admin fee / account holder | $1,187 | $14,755-92.0% | $13,620-91.3% | $14,480-91.8% |