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 | $556,311 | $125,190+344.4% | $105,624+426.7% | $145,897+281.3% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 13.34% | 225.22%-211.9pp | 116.20%-102.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,868 | $3,720-49.8% | $3,168-41.0% | $4,663-59.9% |
| Participant deferral / active EE | $8,630 | $5,716+51.0% | $5,013+72.2% | $6,689+29.0% |
| Admin fee / account holder | $19,737 | $17,138+15.2% | $10,961+80.1% | $13,390+47.4% |