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 | $605,574 | $171,492+253.1% | $150,734+301.8% | $198,609+204.9% |
| Participation rate | 77.8% | 81.4%-3.6pp | 78.4%-0.7pp | 82.4%-4.6pp |
| Annual return | 12.87% | 804.70%-791.8pp | 600.81%-587.9pp | 202.70%-189.8pp |
| Employer contribution / active EE | $5,669 | $5,470+3.6% | $4,918+15.3% | $5,055+12.1% |
| Participant deferral / active EE | $12,446 | $6,259+98.8% | $5,610+121.9% | $6,977+78.4% |
| Admin fee / account holder | $3,755 | $17,628-78.7% | $14,905-74.8% | $19,030-80.3% |