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 | $656,814 | $211,288+210.9% | $178,540+267.9% | $145,884+350.2% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.74% | 30.27%-14.5pp | 27.15%-11.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,661 | $4,574-63.7% | $3,953-58.0% | $4,662-64.4% |
| Participant deferral / active EE | $14,700 | $6,967+111.0% | $6,281+134.1% | $6,690+119.7% |
| Admin fee / account holder | $50,980 | $12,105+321.1% | $10,424+389.1% | $13,392+280.7% |