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 | $462,012 | $102,595+350.3% | $94,057+391.2% | $154,746+198.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 12.50% | 583.42%-570.9pp | 480.62%-468.1pp | 172.34%-159.8pp |
| Employer contribution / active EE | $660 | $3,147-79.0% | $2,933-77.5% | $4,379-84.9% |
| Participant deferral / active EE | $1,920 | $5,118-62.5% | $4,709-59.2% | $6,730-71.5% |
| Admin fee / account holder | $17,786 | $7,736+129.9% | $7,244+145.5% | $14,365+23.8% |