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 | $482,178 | $154,228+212.6% | $145,433+231.5% | $137,256+251.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.16% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $11,062 | $4,804+130.3% | $4,554+142.9% | $4,156+166.2% |
| Participant deferral / active EE | $15,644 | $8,216+90.4% | $7,897+98.1% | $6,407+144.2% |
| Admin fee / account holder | $3,846 | $14,344-73.2% | $13,129-70.7% | $12,270-68.7% |