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 | $460,455 | $172,111+167.5% | $150,298+206.4% | $137,256+235.5% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 13.39% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,845 | $4,636-38.6% | $4,154-31.5% | $4,156-31.5% |
| Participant deferral / active EE | $9,455 | $6,166+53.3% | $5,453+73.4% | $6,407+47.6% |
| Admin fee / account holder | $1,549 | $16,471-90.6% | $14,116-89.0% | $12,270-87.4% |