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 | $537,501 | $154,228+248.5% | $145,433+269.6% | $137,256+291.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 13.03% | 74.59%-61.6pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,865 | $4,804-61.2% | $4,554-59.1% | $4,156-55.1% |
| Participant deferral / active EE | $10,673 | $8,216+29.9% | $7,897+35.1% | $6,407+66.6% |
| Admin fee / account holder | $9,742 | $14,344-32.1% | $13,129-25.8% | $12,270-20.6% |