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 | $512,926 | $95,453+437.4% | $112,040+357.8% | $82,448+522.1% |
| Participation rate | 84.7% | 72.8%+12.0pp | 76.5%+8.3pp | 68.1%+16.7pp |
| Annual return | 18.26% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $15,109 | $2,318+551.9% | $2,954+411.5% | $2,551+492.3% |
| Participant deferral / active EE | $5,383 | $4,224+27.4% | $5,098+5.6% | $4,139+30.0% |
| Admin fee / account holder | $53,565 | $9,013+494.3% | $12,098+342.8% | $7,234+640.4% |