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 | $539,051 | $172,111+213.2% | $150,298+258.7% | $137,256+292.7% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 15.27% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,726 | $4,636+23.5% | $4,154+37.8% | $4,156+37.8% |
| Participant deferral / active EE | $9,765 | $6,166+58.4% | $5,453+79.1% | $6,407+52.4% |
| Admin fee / account holder | $2,098 | $16,471-87.3% | $14,116-85.1% | $12,270-82.9% |