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 | $724,175 | $114,712+531.3% | $173,730+316.8% | $87,485+727.8% |
| Participation rate | 97.3% | 73.0%+24.3pp | 79.6%+17.7pp | 68.9%+28.4pp |
| Annual return | 15.71% | 20.18%-4.5pp | 19.96%-4.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $21,033 | $2,904+624.3% | $4,577+359.5% | $2,596+710.2% |
| Participant deferral / active EE | $7,455 | $4,642+60.6% | $6,326+17.8% | $4,274+74.5% |
| Admin fee / account holder | $106,357 | $10,210+941.7% | $17,523+506.9% | $7,775+1268.0% |