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 | $472,125 | $154,228+206.1% | $145,433+224.6% | $137,256+244.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.87% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $4,182 | $4,804-12.9% | $4,554-8.2% | $4,156+0.6% |
| Participant deferral / active EE | $6,869 | $8,216-16.4% | $7,897-13.0% | $6,407+7.2% |
| Admin fee / account holder | $15,282 | $14,344+6.5% | $13,129+16.4% | $12,270+24.5% |