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 | $496,492 | $209,336+137.2% | $197,124+151.9% | $137,256+261.7% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 14.89% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $5,000 | $6,591-24.1% | $6,227-19.7% | $4,156+20.3% |
| Participant deferral / active EE | $10,168 | $9,614+5.8% | $9,135+11.3% | $6,407+58.7% |
| Admin fee / account holder | $39,778 | $17,308+129.8% | $16,298+144.1% | $12,270+224.2% |