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 | $503,050 | $154,228+226.2% | $145,433+245.9% | $137,256+266.5% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 14.77% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $11,485 | $4,804+139.1% | $4,554+152.2% | $4,156+176.3% |
| Participant deferral / active EE | $11,093 | $8,216+35.0% | $7,897+40.5% | $6,407+73.1% |
| Admin fee / account holder | $13,755 | $14,344-4.1% | $13,129+4.8% | $12,270+12.1% |