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 | $450,846 | $135,956+231.6% | $123,894+263.9% | $273,972+64.6% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 11.96% | 56.63%-44.7pp | 47.52%-35.6pp | 41.46%-29.5pp |
| Employer contribution / active EE | $9,965 | $5,170+92.8% | $4,617+115.8% | $4,869+104.7% |
| Participant deferral / active EE | $14,757 | $6,343+132.7% | $5,984+146.6% | $5,287+179.1% |
| Admin fee / account holder | $1,103 | $9,817-88.8% | $8,357-86.8% | $10,133-89.1% |