Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $557,460 | $201,344+176.9% | $184,243+202.6% | $145,877+282.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.49% | 29.01%+2.5pp | 28.82%+2.7pp | 551.28%-519.8pp |
| Employer contribution / active EE | $3,997 | $7,022-43.1% | $6,427-37.8% | $4,663-14.3% |
| Participant deferral / active EE | $9,612 | $9,807-2.0% | $9,132+5.3% | $6,691+43.7% |
| Admin fee / account holder | $8,013 | $16,382-51.1% | $13,914-42.4% | $13,402-40.2% |