Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $505,481 | $117,846+328.9% | $102,434+393.5% | $145,884+246.5% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 14.67% | 31.90%-17.2pp | 29.46%-14.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $3,037 | $3,615-16.0% | $3,023+0.5% | $4,662-34.9% |
| Participant deferral / active EE | $7,813 | $5,733+36.3% | $5,055+54.6% | $6,690+16.8% |
| Admin fee / account holder | $9,885 | $13,356-26.0% | $9,462+4.5% | $13,392-26.2% |