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 | $805,381 | $181,896+342.8% | $156,551+414.5% | $273,972+194.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 13.60% | 30.74%-17.1pp | 32.23%-18.6pp | 41.46%-27.9pp |
| Employer contribution / active EE | $26,356 | $6,248+321.8% | $5,501+379.1% | $4,869+441.3% |
| Participant deferral / active EE | $15,911 | $5,550+186.7% | $4,871+226.6% | $5,287+200.9% |
| Admin fee / account holder | $84,911 | $15,560+445.7% | $13,028+551.8% | $10,133+738.0% |