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 | $454,171 | $275,752+64.7% | $256,809+76.9% | $198,609+128.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.19% | 34.81%-18.6pp | 32.73%-16.5pp | 202.70%-186.5pp |
| Employer contribution / active EE | $10,084 | $7,721+30.6% | $7,263+38.8% | $5,055+99.5% |
| Participant deferral / active EE | $8,068 | $10,037-19.6% | $9,520-15.3% | $6,977+15.6% |
| Admin fee / account holder | $2,992 | $25,716-88.4% | $25,146-88.1% | $19,030-84.3% |