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 | $656,232 | $172,111+281.3% | $150,298+336.6% | $137,256+378.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 12.11% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $953 | $4,636-79.4% | $4,154-77.1% | $4,156-77.1% |
| Participant deferral / active EE | $6,213 | $6,166+0.8% | $5,453+13.9% | $6,407-3.0% |
| Admin fee / account holder | $3,333 | $16,471-79.8% | $14,116-76.4% | $12,270-72.8% |