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 | $760,280 | $227,291+234.5% | $214,702+254.1% | $155,188+389.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 24.03% | 60.08%-36.0pp | 54.55%-30.5pp | 148.84%-124.8pp |
| Employer contribution / active EE | $3,735 | $6,772-44.8% | $6,461-42.2% | $4,248-12.1% |
| Participant deferral / active EE | $10,488 | $9,582+9.5% | $9,147+14.7% | $6,531+60.6% |
| Admin fee / account holder | $20,760 | $20,413+1.7% | $19,830+4.7% | $14,480+43.4% |