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 | $443,373 | $175,212+153.0% | $149,682+196.2% | $139,427+218.0% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 19.23% | 166.63%-147.4pp | 134.35%-115.1pp | 373.27%-354.0pp |
| Employer contribution / active EE | $6,602 | $5,475+20.6% | $4,818+37.0% | $4,752+38.9% |
| Participant deferral / active EE | $8,734 | $6,520+34.0% | $5,681+53.7% | $6,711+30.1% |
| Admin fee / account holder | $758 | $16,150-95.3% | $13,210-94.3% | $11,404-93.4% |