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 | $549,502 | $162,136+238.9% | $152,301+260.8% | $154,746+255.1% |
| Participation rate | 93.3% | 84.1%+9.2pp | 82.4%+10.9pp | 80.7%+12.6pp |
| Annual return | 13.47% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $4,033 | $4,890-17.5% | $4,624-12.8% | $4,379-7.9% |
| Participant deferral / active EE | $13,206 | $8,341+58.3% | $8,004+65.0% | $6,730+96.2% |
| Admin fee / account holder | $1,465 | $15,759-90.7% | $14,398-89.8% | $14,365-89.8% |