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 | $471,597 | $155,555+203.2% | $146,866+221.1% | $155,188+203.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.17% | 115.41%-101.2pp | 102.85%-88.7pp | 148.84%-134.7pp |
| Employer contribution / active EE | $10,293 | $4,647+121.5% | $4,425+132.6% | $4,248+142.3% |
| Participant deferral / active EE | $8,830 | $8,044+9.8% | $7,759+13.8% | $6,531+35.2% |
| Admin fee / account holder | $3,678 | $14,755-75.1% | $13,620-73.0% | $14,480-74.6% |