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 | $582,034 | $183,539+217.1% | $155,556+274.2% | $145,897+298.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 22.82% | 61.31%-38.5pp | 64.84%-42.0pp | 552.29%-529.5pp |
| Employer contribution / active EE | $3,328 | $5,315-37.4% | $4,675-28.8% | $4,663-28.6% |
| Participant deferral / active EE | $11,438 | $6,467+76.9% | $5,631+103.1% | $6,689+71.0% |
| Admin fee / account holder | $1,609 | $19,275-91.7% | $15,885-89.9% | $13,390-88.0% |