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 | $562,643 | $126,661+344.2% | $113,397+396.2% | $138,895+305.1% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.5%+17.9pp | 79.9%+14.5pp |
| Annual return | 16.09% | 25.05%-9.0pp | 23.20%-7.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $10,624 | $3,456+207.4% | $2,977+256.8% | $4,194+153.3% |
| Participant deferral / active EE | $12,218 | $5,693+114.6% | $5,076+140.7% | $6,396+91.0% |
| Admin fee / account holder | $26,106 | $14,549+79.4% | $11,957+118.3% | $12,562+107.8% |