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 | $791,395 | $213,785+270.2% | $185,441+326.8% | $155,188+410.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.38% | 19.97%-12.6pp | 20.16%-12.8pp | 148.84%-141.5pp |
| Employer contribution / active EE | $14,547 | $5,393+169.7% | $4,672+211.3% | $4,248+242.5% |
| Participant deferral / active EE | $2,879 | $6,864-58.1% | $6,152-53.2% | $6,531-55.9% |
| Admin fee / account holder | $13,130 | $21,134-37.9% | $17,890-26.6% | $14,480-9.3% |