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 | $730,349 | $282,059+158.9% | $213,469+242.1% | $154,746+372.0% |
| Participation rate | 95.0% | 82.7%+12.3pp | 77.1%+17.9pp | 80.7%+14.3pp |
| Annual return | 11.95% | 20.90%-8.9pp | 20.58%-8.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $9,648 | $6,189+55.9% | $4,994+93.2% | $4,379+120.3% |
| Participant deferral / active EE | $21,134 | $8,186+158.2% | $6,841+208.9% | $6,730+214.0% |
| Admin fee / account holder | $30,700 | $37,435-18.0% | $27,141+13.1% | $14,365+113.7% |