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 | $456,327 | $174,379+161.7% | $152,093+200.0% | $138,895+228.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.81% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $5,260 | $4,652+13.1% | $4,175+26.0% | $4,194+25.4% |
| Participant deferral / active EE | $11,206 | $6,159+81.9% | $5,451+105.6% | $6,396+75.2% |
| Admin fee / account holder | $27,526 | $16,880+63.1% | $14,497+89.9% | $12,562+119.1% |