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 | $440,299 | $174,379+152.5% | $152,093+189.5% | $138,895+217.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 16.03% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $6,656 | $4,652+43.1% | $4,175+59.4% | $4,194+58.7% |
| Participant deferral / active EE | $2,945 | $6,159-52.2% | $5,451-46.0% | $6,396-54.0% |
| Admin fee / account holder | $4,328 | $16,880-74.4% | $14,497-70.1% | $12,562-65.5% |