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 | $492,448 | $154,228+219.3% | $145,433+238.6% | $137,256+258.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.22% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $8,013 | $4,804+66.8% | $4,554+75.9% | $4,156+92.8% |
| Participant deferral / active EE | $10,060 | $8,216+22.4% | $7,897+27.4% | $6,407+57.0% |
| Admin fee / account holder | $1,673 | $14,344-88.3% | $13,129-87.3% | $12,270-86.4% |