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 | $523,769 | $81,233+544.8% | $155,567+236.7% | $80,874+547.6% |
| Participation rate | 81.6% | 66.2%+15.3pp | 78.2%+3.4pp | 67.6%+13.9pp |
| Annual return | 16.25% | 33.33%-17.1pp | 64.74%-48.5pp | 35.62%-19.4pp |
| Employer contribution / active EE | $20,274 | $3,101+553.8% | $4,674+333.7% | $2,756+635.7% |
| Participant deferral / active EE | $16,407 | $3,452+375.3% | $5,628+191.5% | $4,297+281.8% |
| Admin fee / account holder | $6,584 | $7,998-17.7% | $15,916-58.6% | $6,935-5.1% |