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 | $493,112 | $127,387+287.1% | $115,038+328.7% | $125,389+293.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.57% | 31.28%-28.7pp | 26.14%-23.6pp | 282.24%-279.7pp |
| Employer contribution / active EE | $2,825 | $5,166-45.3% | $4,608-38.7% | $4,866-41.9% |
| Participant deferral / active EE | $8,498 | $6,423+32.3% | $6,026+41.0% | $5,352+58.8% |
| Admin fee / account holder | $2,945 | $9,516-69.1% | $8,175-64.0% | $9,541-69.1% |