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 | $460,486 | $172,111+167.6% | $150,298+206.4% | $137,256+235.5% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 18.31% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $7,958 | $4,636+71.7% | $4,154+91.6% | $4,156+91.5% |
| Participant deferral / active EE | $6,036 | $6,166-2.1% | $5,453+10.7% | $6,407-5.8% |
| Admin fee / account holder | $4,258 | $16,471-74.1% | $14,116-69.8% | $12,270-65.3% |