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 | $848,288 | $172,111+392.9% | $150,298+464.4% | $137,256+518.0% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 17.39% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,983 | $4,636-57.2% | $4,154-52.3% | $4,156-52.3% |
| Participant deferral / active EE | $3,243 | $6,166-47.4% | $5,453-40.5% | $6,407-49.4% |
| Admin fee / account holder | $29,367 | $16,471+78.3% | $14,116+108.0% | $12,270+139.3% |