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 | $606,178 | $77,638+680.8% | $156,551+287.2% | $62,881+864.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.95% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $33,738 | $3,444+879.6% | $5,501+513.3% | $2,281+1379.1% |
| Participant deferral / active EE | $18,109 | $3,046+494.6% | $4,871+271.8% | $3,203+465.4% |
| Admin fee / account holder | $69,461 | $5,561+1149.0% | $13,028+433.2% | $4,296+1517.0% |