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 | $496,498 | $148,623+234.1% | $135,974+265.1% | $139,466+256.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.27% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.4pp |
| Employer contribution / active EE | $5,266 | $5,246+0.4% | $4,859+8.4% | $4,754+10.8% |
| Participant deferral / active EE | $9,033 | $8,103+11.5% | $7,760+16.4% | $6,712+34.6% |
| Admin fee / account holder | $5,855 | $12,406-52.8% | $10,767-45.6% | $11,409-48.7% |