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 | $554,201 | $154,228+259.3% | $145,433+281.1% | $137,256+303.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.65% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,440 | $4,804-28.4% | $4,554-24.5% | $4,156-17.2% |
| Participant deferral / active EE | $14,792 | $8,216+80.0% | $7,897+87.3% | $6,407+130.9% |
| Admin fee / account holder | $109,665 | $14,344+664.6% | $13,129+735.3% | $12,270+793.8% |