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 | $478,494 | $154,228+210.3% | $145,433+229.0% | $137,256+248.6% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 15.04% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $18,449 | $4,804+284.0% | $4,554+305.1% | $4,156+343.9% |
| Participant deferral / active EE | $18,824 | $8,216+129.1% | $7,897+138.4% | $6,407+193.8% |
| Admin fee / account holder | $6,147 | $14,344-57.1% | $13,129-53.2% | $12,270-49.9% |