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 | $673,674 | $155,555+333.1% | $146,866+358.7% | $155,188+334.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.19% | 115.41%-100.2pp | 102.85%-87.7pp | 148.84%-133.6pp |
| Employer contribution / active EE | $27,938 | $4,647+501.2% | $4,425+531.4% | $4,248+557.7% |
| Participant deferral / active EE | $8,208 | $8,044+2.0% | $7,759+5.8% | $6,531+25.7% |
| Admin fee / account holder | $874 | $14,755-94.1% | $13,620-93.6% | $14,480-94.0% |