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 | $834,529 | $100,139+733.4% | $85,187+879.6% | $145,884+472.1% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.0pp | 80.3%-1.7pp |
| Annual return | 16.35% | 84.15%-67.8pp | 66.67%-50.3pp | 551.85%-535.5pp |
| Employer contribution / active EE | $14,687 | $3,238+353.6% | $2,732+437.5% | $4,662+215.0% |
| Participant deferral / active EE | $8,053 | $5,296+52.1% | $4,525+78.0% | $6,690+20.4% |
| Admin fee / account holder | $3,254 | $7,262-55.2% | $6,162-47.2% | $13,392-75.7% |