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 | $539,651 | $174,379+209.5% | $152,093+254.8% | $138,895+288.5% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 11.66% | 74.86%-63.2pp | 66.36%-54.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $15,391 | $4,652+230.9% | $4,175+268.7% | $4,194+267.0% |
| Participant deferral / active EE | $9,506 | $6,159+54.3% | $5,451+74.4% | $6,396+48.6% |
| Admin fee / account holder | $6,027 | $16,880-64.3% | $14,497-58.4% | $12,562-52.0% |