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 | $733,721 | $111,535+557.8% | $105,223+597.3% | $137,256+434.6% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 17.30% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $17,197 | $3,939+336.5% | $3,689+366.2% | $4,156+313.8% |
| Participant deferral / active EE | $6,698 | $5,500+21.8% | $5,072+32.1% | $6,407+4.5% |
| Admin fee / account holder | $2,414 | $9,721-75.2% | $8,859-72.7% | $12,270-80.3% |