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 | $558,205 | $101,763+448.5% | $164,866+238.6% | $80,874+590.2% |
| Participation rate | 73.1% | 71.8%+1.3pp | 78.6%-5.5pp | 67.6%+5.4pp |
| Annual return | 14.20% | 16.73%-2.5pp | 69.97%-55.8pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,865 | $2,954-3.0% | $4,343-34.0% | $2,756+4.0% |
| Participant deferral / active EE | $5,415 | $4,477+21.0% | $6,033-10.2% | $4,297+26.0% |
| Admin fee / account holder | $135,742 | $8,228+1549.7% | $12,689+969.8% | $6,935+1857.3% |