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 | $680,521 | $154,228+341.2% | $145,433+367.9% | $137,256+395.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.86% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $12,591 | $4,804+162.1% | $4,554+176.5% | $4,156+203.0% |
| Participant deferral / active EE | $23,778 | $8,216+189.4% | $7,897+201.1% | $6,407+271.1% |
| Admin fee / account holder | $7,309 | $14,344-49.0% | $13,129-44.3% | $12,270-40.4% |