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 | $223,823+121.8% | $211,142+135.1% | $154,746+220.8% |
| Participation rate | 92.3% | 87.9%+4.5pp | 87.3%+5.0pp | 80.7%+11.6pp |
| Annual return | 14.89% | 50.39%-35.5pp | 46.84%-31.9pp | 172.34%-157.4pp |
| Employer contribution / active EE | $5,000 | $6,787-26.3% | $6,442-22.4% | $4,379+14.2% |
| Participant deferral / active EE | $10,168 | $9,750+4.3% | $9,284+9.5% | $6,730+51.1% |
| Admin fee / account holder | $39,778 | $19,707+101.8% | $19,076+108.5% | $14,365+176.9% |