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 | $765,223 | $115,814+560.7% | $101,275+655.6% | $158,982+381.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 18.74% | 56.16%-37.4pp | 46.48%-27.7pp | 302.99%-284.3pp |
| Employer contribution / active EE | $1,438 | $4,176-65.6% | $3,660-60.7% | $4,763-69.8% |
| Participant deferral / active EE | $3,267 | $4,958-34.1% | $4,371-25.3% | $5,983-45.4% |
| Admin fee / account holder | $1,596 | $7,249-78.0% | $5,948-73.2% | $11,252-85.8% |