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 | $676,235 | $182,442+270.7% | $163,379+313.9% | $138,895+386.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.8%-1.8pp | 79.9%-4.9pp |
| Annual return | 18.79% | 72.74%-53.9pp | 63.41%-44.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $12,650 | $4,159+204.1% | $3,752+237.1% | $4,194+201.6% |
| Participant deferral / active EE | $6,608 | $6,817-3.1% | $6,282+5.2% | $6,396+3.3% |
| Admin fee / account holder | $5,836 | $10,396-43.9% | $9,818-40.6% | $12,562-53.5% |