Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $502,948 | $201,344+149.8% | $184,243+173.0% | $145,877+244.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 15.39% | 29.01%-13.6pp | 28.82%-13.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $6,331 | $7,022-9.8% | $6,427-1.5% | $4,663+35.8% |
| Participant deferral / active EE | $18,731 | $9,807+91.0% | $9,132+105.1% | $6,691+180.0% |
| Admin fee / account holder | $19,856 | $16,382+21.2% | $13,914+42.7% | $13,402+48.2% |