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 | $464,729 | $227,399+104.4% | $189,758+144.9% | $198,609+134.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.12% | 61.03%-45.9pp | 52.62%-37.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $6,148 | $5,526+11.2% | $4,767+29.0% | $5,055+21.6% |
| Participant deferral / active EE | $7,879 | $6,837+15.2% | $5,856+34.5% | $6,977+12.9% |
| Admin fee / account holder | $2,520 | $25,162-90.0% | $20,388-87.6% | $19,030-86.8% |