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 | $547,961 | $217,432+152.0% | $185,849+194.8% | $167,536+227.1% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 14.36% | 148.42%-134.1pp | 122.10%-107.7pp | 478.82%-464.5pp |
| Employer contribution / active EE | $10,732 | $5,875+82.7% | $5,169+107.6% | $4,839+121.8% |
| Participant deferral / active EE | $21,821 | $6,357+243.2% | $5,569+291.9% | $6,342+244.1% |
| Admin fee / account holder | $25,025 | $19,818+26.3% | $16,244+54.1% | $12,315+103.2% |