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 | $604,463 | $154,228+291.9% | $145,433+315.6% | $137,256+340.4% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 14.23% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $13,748 | $4,804+186.2% | $4,554+201.9% | $4,156+230.8% |
| Participant deferral / active EE | $14,449 | $8,216+75.9% | $7,897+83.0% | $6,407+125.5% |
| Admin fee / account holder | $16,602 | $14,344+15.7% | $13,129+26.5% | $12,270+35.3% |