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 | $1,021,848 | $201,344+407.5% | $184,243+454.6% | $145,877+600.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 17.87% | 29.01%-11.1pp | 28.82%-11.0pp | 551.28%-533.4pp |
| Employer contribution / active EE | $23,497 | $7,022+234.6% | $6,427+265.6% | $4,663+403.9% |
| Participant deferral / active EE | $13,609 | $9,807+38.8% | $9,132+49.0% | $6,691+103.4% |
| Admin fee / account holder | $19,925 | $16,382+21.6% | $13,914+43.2% | $13,402+48.7% |