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 | $561,337 | $181,896+208.6% | $156,551+258.6% | $273,972+104.9% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | 10.00% | 30.74%-20.7pp | 32.23%-22.2pp | 41.46%-31.5pp |
| Employer contribution / active EE | $4,471 | $6,248-28.4% | $5,501-18.7% | $4,869-8.2% |
| Participant deferral / active EE | $2,603 | $5,550-53.1% | $4,871-46.6% | $5,287-50.8% |
| Admin fee / account holder | $42,522 | $15,560+173.3% | $13,028+226.4% | $10,133+319.7% |