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 | $592,283 | $183,627+222.5% | $155,602+280.6% | $145,978+305.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.82% | 61.32%-45.5pp | 64.81%-49.0pp | 550.52%-534.7pp |
| Employer contribution / active EE | $2,980 | $5,316-43.9% | $4,675-36.3% | $4,662-36.1% |
| Participant deferral / active EE | $5,950 | $6,466-8.0% | $5,629+5.7% | $6,690-11.1% |
| Admin fee / account holder | $4,324 | $19,327-77.6% | $15,923-72.8% | $13,400-67.7% |