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 | $852,381 | $156,398+445.0% | $147,318+478.6% | $138,895+513.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.01% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $16,069 | $4,853+231.1% | $4,593+249.9% | $4,194+283.1% |
| Participant deferral / active EE | $18,246 | $8,237+121.5% | $7,906+130.8% | $6,396+185.3% |
| Admin fee / account holder | $9,501 | $14,976-36.6% | $13,708-30.7% | $12,562-24.4% |