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 | $559,313 | $106,524+425.1% | $152,301+267.2% | $87,485+539.3% |
| Participation rate | 93.1% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.2pp |
| Annual return | 14.58% | 26.89%-12.3pp | 80.50%-65.9pp | 26.06%-11.5pp |
| Employer contribution / active EE | $14,855 | $3,371+340.6% | $4,624+221.2% | $2,596+472.2% |
| Participant deferral / active EE | $20,864 | $6,525+219.8% | $8,004+160.7% | $4,274+388.2% |
| Admin fee / account holder | $1,519 | $8,287-81.7% | $14,398-89.5% | $7,775-80.5% |