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 | $550,809 | $156,398+252.2% | $147,318+273.9% | $138,895+296.6% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.4pp | 79.9%+15.5pp |
| Annual return | 15.89% | 78.75%-62.9pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $12,722 | $4,853+162.1% | $4,593+177.0% | $4,194+203.3% |
| Participant deferral / active EE | $8,843 | $8,237+7.4% | $7,906+11.8% | $6,396+38.3% |
| Admin fee / account holder | $28,542 | $14,976+90.6% | $13,708+108.2% | $12,562+127.2% |