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 | $420,498 | $81,331+417.0% | $155,534+170.4% | $80,935+419.5% |
| Participation rate | 92.8% | 66.3%+26.5pp | 78.2%+14.6pp | 67.7%+25.1pp |
| Annual return | 18.30% | 33.37%-15.1pp | 64.92%-46.6pp | 35.66%-17.4pp |
| Employer contribution / active EE | $24,265 | $3,105+681.5% | $4,675+419.1% | $2,757+780.2% |
| Participant deferral / active EE | $16,404 | $3,454+374.9% | $5,630+191.4% | $4,299+281.5% |
| Admin fee / account holder | $521 | $7,999-93.5% | $15,900-96.7% | $6,924-92.5% |