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 | $784,025 | $81,331+864.0% | $155,534+404.1% | $80,935+868.7% |
| Participation rate | 90.3% | 66.3%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 13.04% | 33.37%-20.3pp | 64.92%-51.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $30,935 | $3,105+896.4% | $4,675+561.7% | $2,757+1022.2% |
| Participant deferral / active EE | $16,749 | $3,454+384.9% | $5,630+197.5% | $4,299+289.6% |
| Admin fee / account holder | $4,850 | $7,999-39.4% | $15,900-69.5% | $6,924-30.0% |