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 | $469,246 | $156,398+200.0% | $147,318+218.5% | $138,895+237.8% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 16.59% | 78.75%-62.2pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $11,723 | $4,853+141.6% | $4,593+155.2% | $4,194+179.5% |
| Participant deferral / active EE | $10,840 | $8,237+31.6% | $7,906+37.1% | $6,396+69.5% |
| Admin fee / account holder | $1,303 | $14,976-91.3% | $13,708-90.5% | $12,562-89.6% |