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 | $491,521 | $183,539+167.8% | $155,556+216.0% | $145,897+236.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.32% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,058 | $5,315-80.1% | $4,675-77.4% | $4,663-77.3% |
| Participant deferral / active EE | $6,561 | $6,467+1.5% | $5,631+16.5% | $6,689-1.9% |
| Admin fee / account holder | $1,416 | $19,275-92.7% | $15,885-91.1% | $13,390-89.4% |