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 | $855,743 | $182,442+369.1% | $163,379+423.8% | $138,895+516.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.47% | 72.74%-57.3pp | 63.41%-47.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $16,333 | $4,159+292.7% | $3,752+335.3% | $4,194+289.4% |
| Participant deferral / active EE | $3,667 | $6,817-46.2% | $6,282-41.6% | $6,396-42.7% |
| Admin fee / account holder | $34,515 | $10,396+232.0% | $9,818+251.6% | $12,562+174.8% |