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 | $449,966 | $153,769+192.6% | $133,975+235.9% | $273,972+64.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.47% | 36.51%-23.0pp | 29.29%-15.8pp | 41.46%-28.0pp |
| Employer contribution / active EE | $6,900 | $6,029+14.5% | $5,211+32.4% | $4,869+41.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $25,000 | $11,765+112.5% | $9,324+168.1% | $10,133+146.7% |