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 | $525,362 | $111,814+369.9% | $103,378+408.2% | $145,978+259.9% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.32% | 24.80%-12.5pp | 24.91%-12.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $6,379 | $4,215+51.3% | $3,870+64.8% | $4,662+36.8% |
| Participant deferral / active EE | $12,724 | $5,618+126.5% | $5,058+151.6% | $6,690+90.2% |
| Admin fee / account holder | $5,801 | $9,764-40.6% | $8,401-31.0% | $13,400-56.7% |