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 | $631,942 | $176,120+258.8% | $159,487+296.2% | $167,553+277.2% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 17.05% | 331.95%-314.9pp | 263.71%-246.7pp | 478.89%-461.8pp |
| Employer contribution / active EE | $4,115 | $5,299-22.4% | $4,831-14.8% | $4,840-15.0% |
| Participant deferral / active EE | $5,928 | $7,752-23.5% | $7,354-19.4% | $6,343-6.5% |
| Admin fee / account holder | $25,834 | $12,561+105.7% | $10,804+139.1% | $12,316+109.8% |