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 | $469,822 | $162,821+188.6% | $133,978+250.7% | $158,982+195.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 13.98% | 41.95%-28.0pp | 45.10%-31.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $2,638 | $4,976-47.0% | $3,919-32.7% | $4,763-44.6% |
| Participant deferral / active EE | $9,441 | $5,910+59.7% | $5,047+87.1% | $5,983+57.8% |
| Admin fee / account holder | $73,705 | $11,742+527.7% | $8,930+725.4% | $11,252+555.1% |