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 | $491,907 | $157,304+212.7% | $141,197+248.4% | $152,909+221.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.35% | 64.34%-41.0pp | 71.41%-48.1pp | 345.46%-322.1pp |
| Employer contribution / active EE | $4,997 | $5,263-5.1% | $4,736+5.5% | $4,764+4.9% |
| Participant deferral / active EE | $3,115 | $7,111-56.2% | $6,710-53.6% | $5,851-46.8% |
| Admin fee / account holder | $22,992 | $12,126+89.6% | $10,265+124.0% | $11,601+98.2% |