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 | $680,629 | $185,312+267.3% | $161,489+321.5% | $154,746+339.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.06% | 103.84%-91.8pp | 89.72%-77.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,884 | $4,769-60.5% | $4,268-55.9% | $4,379-57.0% |
| Participant deferral / active EE | $7,991 | $6,350+25.9% | $5,630+41.9% | $6,730+18.7% |
| Admin fee / account holder | $40,829 | $18,654+118.9% | $16,006+155.1% | $14,365+184.2% |