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 | $499,516 | $201,259+148.2% | $184,200+171.2% | $145,959+242.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 39.08% | 28.98%+10.1pp | 28.80%+10.3pp | 561.95%-522.9pp |
| Employer contribution / active EE | $1,806 | $7,018-74.3% | $6,424-71.9% | $4,661-61.3% |
| Participant deferral / active EE | $26,510 | $9,806+170.3% | $9,132+190.3% | $6,689+296.3% |
| Admin fee / account holder | $308 | $16,372-98.1% | $13,907-97.8% | $13,398-97.7% |