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 | $427,717 | $107,666+297.3% | $102,184+318.6% | $154,746+176.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.03% | 29.33%-15.3pp | 31.58%-17.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $14,693 | $3,846+282.0% | $3,594+308.9% | $4,379+235.5% |
| Participant deferral / active EE | $14,823 | $8,719+70.0% | $8,309+78.4% | $6,730+120.2% |
| Admin fee / account holder | $134,672 | $12,943+940.5% | $11,609+1060.1% | $14,365+837.5% |