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 | $666,501 | $223,823+197.8% | $211,142+215.7% | $154,746+330.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.13% | 50.39%-36.3pp | 46.84%-32.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $16,182 | $6,787+138.4% | $6,442+151.2% | $4,379+269.5% |
| Participant deferral / active EE | $18,293 | $9,750+87.6% | $9,284+97.0% | $6,730+171.8% |
| Admin fee / account holder | $3,836 | $19,707-80.5% | $19,076-79.9% | $14,365-73.3% |