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 | $468,813 | $212,386+120.7% | $199,883+134.5% | $138,895+237.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.88% | 47.75%-34.9pp | 43.81%-30.9pp | 145.39%-132.5pp |
| Employer contribution / active EE | $20,138 | $6,625+204.0% | $6,261+221.6% | $4,194+380.1% |
| Participant deferral / active EE | $11,214 | $9,617+16.6% | $9,138+22.7% | $6,396+75.3% |
| Admin fee / account holder | $47,054 | $18,233+158.1% | $17,268+172.5% | $12,562+274.6% |