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 | $466,165 | $227,399+105.0% | $189,758+145.7% | $198,609+134.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.45% | 61.03%-45.6pp | 52.62%-37.2pp | 202.70%-187.2pp |
| Employer contribution / active EE | $54,000 | $5,526+877.2% | $4,767+1032.9% | $5,055+968.2% |
| Participant deferral / active EE | $7,607 | $6,837+11.3% | $5,856+29.9% | $6,977+9.0% |
| Admin fee / account holder | $2,834 | $25,162-88.7% | $20,388-86.1% | $19,030-85.1% |