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 | $585,004 | $81,476+618.0% | $102,383+471.4% | $80,925+622.9% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | 19.88% | 25.59%-5.7pp | 24.94%-5.1pp | 35.65%-15.8pp |
| Employer contribution / active EE | $6,589 | $3,105+112.2% | $3,870+70.2% | $2,756+139.1% |
| Participant deferral / active EE | $8,367 | $3,871+116.1% | $5,060+65.4% | $4,299+94.6% |
| Admin fee / account holder | $2,206 | $6,717-67.2% | $8,391-73.7% | $6,940-68.2% |