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 | $455,146 | $157,304+189.3% | $141,197+222.3% | $152,909+197.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 17.12% | 64.34%-47.2pp | 71.41%-54.3pp | 345.46%-328.3pp |
| Employer contribution / active EE | $8,322 | $5,263+58.1% | $4,736+75.7% | $4,764+74.7% |
| Participant deferral / active EE | $4,494 | $7,111-36.8% | $6,710-33.0% | $5,851-23.2% |
| Admin fee / account holder | $112,070 | $12,126+824.2% | $10,265+991.8% | $11,601+866.1% |