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 | $450,481 | $93,617+381.2% | $135,982+231.3% | $75,177+499.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.26% | 30.89%-15.6pp | 68.32%-53.1pp | 160.75%-145.5pp |
| Employer contribution / active EE | $16,577 | $3,538+368.5% | $4,859+241.1% | $2,671+520.6% |
| Participant deferral / active EE | $10,773 | $6,406+68.2% | $7,760+38.8% | $4,126+161.1% |
| Admin fee / account holder | $4,069 | $6,980-41.7% | $10,767-62.2% | $5,651-28.0% |