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 | $455,045 | $185,312+145.6% | $161,489+181.8% | $154,746+194.1% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 16.18% | 103.84%-87.7pp | 89.72%-73.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $7,760 | $4,769+62.7% | $4,268+81.8% | $4,379+77.2% |
| Participant deferral / active EE | $18,530 | $6,350+191.8% | $5,630+229.1% | $6,730+175.3% |
| Admin fee / account holder | $410 | $18,654-97.8% | $16,006-97.4% | $14,365-97.1% |