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 | $508,957 | $201,264+152.9% | $184,185+176.3% | $145,978+248.7% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 20.09% | 29.00%-8.9pp | 28.81%-8.7pp | 550.52%-530.4pp |
| Employer contribution / active EE | $6,771 | $7,021-3.6% | $6,426+5.4% | $4,662+45.2% |
| Participant deferral / active EE | $13,154 | $9,806+34.1% | $9,132+44.0% | $6,690+96.6% |
| Admin fee / account holder | $36,059 | $16,376+120.2% | $13,909+159.2% | $13,400+169.1% |