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 | $530,286 | $275,752+92.3% | $256,809+106.5% | $198,609+167.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 5.44% | 34.81%-29.4pp | 32.73%-27.3pp | 202.70%-197.3pp |
| Employer contribution / active EE | $8,371 | $7,721+8.4% | $7,263+15.3% | $5,055+65.6% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,948 | $25,716-73.0% | $25,146-72.4% | $19,030-63.5% |