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 | $761,112 | $86,050+784.5% | $189,758+301.1% | $94,015+709.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 11.33% | 17.77%-6.4pp | 52.62%-41.3pp | 17.84%-6.5pp |
| Employer contribution / active EE | $7,269 | $2,819+157.8% | $4,767+52.5% | $2,790+160.5% |
| Participant deferral / active EE | $6,260 | $3,349+86.9% | $5,856+6.9% | $4,249+47.3% |
| Admin fee / account holder | $9,917 | $6,627+49.7% | $20,388-51.4% | $8,951+10.8% |