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 | $568,850 | $115,814+391.2% | $101,275+461.7% | $158,982+257.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.34% | 56.16%-38.8pp | 46.48%-29.1pp | 302.99%-285.6pp |
| Employer contribution / active EE | $3,204 | $4,176-23.3% | $3,660-12.5% | $4,763-32.7% |
| Participant deferral / active EE | $13,067 | $4,958+163.5% | $4,371+199.0% | $5,983+118.4% |
| Admin fee / account holder | $2,210 | $7,249-69.5% | $5,948-62.8% | $11,252-80.4% |