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 | $551,028 | $201,370+173.6% | $184,256+199.1% | $145,897+277.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.30% | 29.05%-1.8pp | 28.85%-1.5pp | 552.29%-525.0pp |
| Employer contribution / active EE | $2,953 | $7,024-58.0% | $6,427-54.1% | $4,663-36.7% |
| Participant deferral / active EE | $12,907 | $9,808+31.6% | $9,133+41.3% | $6,689+92.9% |
| Admin fee / account holder | $8,031 | $16,364-50.9% | $13,899-42.2% | $13,390-40.0% |