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 | $605,757 | $196,972+207.5% | $182,262+232.4% | $198,609+205.0% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 14.03% | 158.27%-144.2pp | 140.60%-126.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $15,330 | $5,364+185.8% | $5,046+203.8% | $5,055+203.2% |
| Participant deferral / active EE | $12,587 | $8,643+45.6% | $8,276+52.1% | $6,977+80.4% |
| Admin fee / account holder | $1,520 | $18,429-91.8% | $16,712-90.9% | $19,030-92.0% |