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 | $576,003 | $228,352+152.2% | $185,835+210.0% | $158,966+262.3% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 50.20% | 40.81%+9.4pp | 35.96%+14.2pp | 302.95%-252.7pp |
| Employer contribution / active EE | $6,972 | $4,967+40.4% | $4,087+70.6% | $4,762+46.4% |
| Participant deferral / active EE | $5,633 | $6,416-12.2% | $5,6330% | $5,983-5.8% |
| Admin fee / account holder | $40,006 | $11,867+237.1% | $9,502+321.0% | $11,250+255.6% |