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 | $604,383 | $157,270+284.3% | $141,173+328.1% | $152,870+295.4% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 27.83% | 64.33%-36.5pp | 71.40%-43.6pp | 345.34%-317.5pp |
| Employer contribution / active EE | $9,527 | $5,261+81.1% | $4,735+101.2% | $4,763+100.0% |
| Participant deferral / active EE | $6,991 | $7,110-1.7% | $6,710+4.2% | $5,850+19.5% |
| Admin fee / account holder | $11,614 | $12,121-4.2% | $10,262+13.2% | $11,597+0.2% |