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 | $579,864 | $142,354+307.3% | $125,529+361.9% | $155,188+273.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 13.57% | 306.06%-292.5pp | 202.56%-189.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,748 | $3,501-50.1% | $3,058-42.8% | $4,248-58.9% |
| Participant deferral / active EE | $2,371 | $5,491-56.8% | $4,813-50.7% | $6,531-63.7% |
| Admin fee / account holder | $14,912 | $19,392-23.1% | $16,298-8.5% | $14,480+3.0% |