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 | $551,447 | $162,136+240.1% | $152,301+262.1% | $154,746+256.4% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 11.90% | 91.02%-79.1pp | 80.50%-68.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $7,139 | $4,890+46.0% | $4,624+54.4% | $4,379+63.0% |
| Participant deferral / active EE | $13,181 | $8,341+58.0% | $8,004+64.7% | $6,730+95.8% |
| Admin fee / account holder | $29,483 | $15,759+87.1% | $14,398+104.8% | $14,365+105.2% |