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 | $434,461 | $124,213+249.8% | $118,106+267.9% | $154,746+180.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 12.02% | 18.29%-6.3pp | 19.44%-7.4pp | 172.34%-160.3pp |
| Employer contribution / active EE | $3,000 | $4,905-38.8% | $4,698-36.1% | $4,379-31.5% |
| Participant deferral / active EE | $9,240 | $6,859+34.7% | $6,619+39.6% | $6,730+37.3% |
| Admin fee / account holder | $85,536 | $9,627+788.5% | $8,973+853.3% | $14,365+495.4% |