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 | $574,755 | $107,666+433.8% | $102,184+462.5% | $154,746+271.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.39% | 29.33%-12.9pp | 31.58%-15.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $20,817 | $3,846+441.2% | $3,594+479.3% | $4,379+375.4% |
| Participant deferral / active EE | $19,975 | $8,719+129.1% | $8,309+140.4% | $6,730+196.8% |
| Admin fee / account holder | $2,510 | $12,943-80.6% | $11,609-78.4% | $14,365-82.5% |