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 | $640,239 | $93,617+583.9% | $135,982+370.8% | $75,177+751.6% |
| Participation rate | 84.4% | 75.2%+9.2pp | 81.9%+2.5pp | 67.2%+17.2pp |
| Annual return | 19.88% | 30.89%-11.0pp | 68.32%-48.4pp | 160.75%-140.9pp |
| Employer contribution / active EE | $10,405 | $3,538+194.1% | $4,859+114.1% | $2,671+289.5% |
| Participant deferral / active EE | $11,027 | $6,406+72.1% | $7,760+42.1% | $4,126+167.2% |
| Admin fee / account holder | $11,298 | $6,980+61.9% | $10,767+4.9% | $5,651+99.9% |