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 | $532,378 | $227,291+134.2% | $214,702+148.0% | $155,188+243.1% |
| Participation rate | 91.7% | 88.0%+3.7pp | 87.5%+4.2pp | 80.8%+10.9pp |
| Annual return | 15.09% | 60.08%-45.0pp | 54.55%-39.5pp | 148.84%-133.7pp |
| Employer contribution / active EE | $24,077 | $6,772+255.6% | $6,461+272.7% | $4,248+466.8% |
| Participant deferral / active EE | $21,280 | $9,582+122.1% | $9,147+132.7% | $6,531+225.8% |
| Admin fee / account holder | $19,564 | $20,413-4.2% | $19,830-1.3% | $14,480+35.1% |