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 | $747,224 | $105,856+605.9% | $90,161+728.8% | $147,586+406.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.50% | 37.63%-21.1pp | 34.89%-18.4pp | 578.59%-562.1pp |
| Employer contribution / active EE | $4,143 | $4,126+0.4% | $3,318+24.9% | $4,876-15.0% |
| Participant deferral / active EE | $8,543 | $5,733+49.0% | $5,287+61.6% | $5,439+57.1% |
| Admin fee / account holder | $14,988 | $8,046+86.3% | $5,943+152.2% | $10,886+37.7% |