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 | $1,222,663 | $148,629+722.6% | $135,982+799.1% | $139,487+776.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.89% | 79.33%-64.4pp | 68.32%-53.4pp | 373.84%-359.0pp |
| Employer contribution / active EE | $3,903 | $5,247-25.6% | $4,859-19.7% | $4,755-17.9% |
| Participant deferral / active EE | $13,230 | $8,102+63.3% | $7,760+70.5% | $6,713+97.1% |
| Admin fee / account holder | $24,540 | $12,406+97.8% | $10,767+127.9% | $11,407+115.1% |