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 | $687,942 | $87,166+689.2% | $76,735+796.5% | $137,256+401.2% |
| Participation rate | 95.5% | 74.4%+21.1pp | 69.5%+26.0pp | 80.0%+15.5pp |
| Annual return | 36.92% | 26.50%+10.4pp | 29.77%+7.2pp | 220.34%-183.4pp |
| Employer contribution / active EE | $20,243 | $2,904+597.0% | $2,454+724.8% | $4,156+387.1% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,102 | $8,403+44.0% | $7,189+68.3% | $12,270-1.4% |