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 | $429,746 | $185,312+131.9% | $161,489+166.1% | $154,746+177.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.91% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $9,900 | $4,769+107.6% | $4,268+131.9% | $4,379+126.1% |
| Participant deferral / active EE | $6,327 | $6,350-0.4% | $5,630+12.4% | $6,730-6.0% |
| Admin fee / account holder | $3,114 | $18,654-83.3% | $16,006-80.5% | $14,365-78.3% |