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 | $533,431 | $217,432+145.3% | $185,849+187.0% | $167,536+218.4% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 16.96% | 148.42%-131.5pp | 122.10%-105.1pp | 478.82%-461.9pp |
| Employer contribution / active EE | $9,210 | $5,875+56.8% | $5,169+78.2% | $4,839+90.3% |
| Participant deferral / active EE | $3,868 | $6,357-39.2% | $5,569-30.6% | $6,342-39.0% |
| Admin fee / account holder | $20,875 | $19,818+5.3% | $16,244+28.5% | $12,315+69.5% |