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 | $616,193 | $201,344+206.0% | $184,243+234.4% | $145,877+322.4% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 12.17% | 29.01%-16.8pp | 28.82%-16.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $14,055 | $7,022+100.1% | $6,427+118.7% | $4,663+201.4% |
| Participant deferral / active EE | $8,701 | $9,807-11.3% | $9,132-4.7% | $6,691+30.1% |
| Admin fee / account holder | $172,326 | $16,382+951.9% | $13,914+1138.5% | $13,402+1185.8% |