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 | $733,181 | $172,111+326.0% | $150,298+387.8% | $137,256+434.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 11.55% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $13,515 | $4,636+191.5% | $4,154+225.3% | $4,156+225.2% |
| Participant deferral / active EE | $8,683 | $6,166+40.8% | $5,453+59.2% | $6,407+35.5% |
| Admin fee / account holder | $6,560 | $16,471-60.2% | $14,116-53.5% | $12,270-46.5% |