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 | $1,049,574 | $148,629+606.2% | $135,982+671.8% | $139,487+652.5% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 13.27% | 79.33%-66.1pp | 68.32%-55.1pp | 373.84%-360.6pp |
| Employer contribution / active EE | $13,744 | $5,247+162.0% | $4,859+182.8% | $4,755+189.1% |
| Participant deferral / active EE | $10,729 | $8,102+32.4% | $7,760+38.3% | $6,713+59.8% |
| Admin fee / account holder | $10,234 | $12,406-17.5% | $10,767-5.0% | $11,407-10.3% |