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 | $602,712 | $185,312+225.2% | $161,489+273.2% | $154,746+289.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 17.57% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,242 | $4,769-32.0% | $4,268-24.1% | $4,379-26.0% |
| Participant deferral / active EE | $10,912 | $6,350+71.9% | $5,630+93.8% | $6,730+62.1% |
| Admin fee / account holder | $1,739 | $18,654-90.7% | $16,006-89.1% | $14,365-87.9% |