Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $494,971 | $177,156+179.4% | $147,027+236.7% | $154,746+219.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.44% | 21.94%-11.5pp | 20.23%-9.8pp | 172.34%-161.9pp |
| Employer contribution / active EE | $12,188 | $4,336+181.1% | $3,626+236.1% | $4,379+178.3% |
| Participant deferral / active EE | $27,500 | $5,797+374.4% | $4,933+457.5% | $6,730+308.6% |
| Admin fee / account holder | $4,533 | $14,904-69.6% | $12,223-62.9% | $14,365-68.4% |