Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $424,591 | $185,312+129.1% | $161,489+162.9% | $154,746+174.4% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 17.97% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,442 | $4,769-69.8% | $4,268-66.2% | $4,379-67.1% |
| Participant deferral / active EE | $5,041 | $6,350-20.6% | $5,630-10.5% | $6,730-25.1% |
| Admin fee / account holder | $2,890 | $18,654-84.5% | $16,006-81.9% | $14,365-79.9% |