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 | $507,151 | $148,582+241.3% | $135,942+273.1% | $139,456+263.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 24.12% | 79.26%-55.1pp | 68.28%-44.2pp | 373.45%-349.3pp |
| Employer contribution / active EE | $5,258 | $5,245+0.3% | $4,858+8.2% | $4,753+10.6% |
| Participant deferral / active EE | $15,354 | $8,101+89.5% | $7,759+97.9% | $6,711+128.8% |
| Admin fee / account holder | $44,946 | $12,402+262.4% | $10,764+317.6% | $11,407+294.0% |