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 | $925,443 | $197,637+368.3% | $177,848+420.4% | $158,982+482.1% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.7%+7.9pp | 82.0%+13.7pp |
| Annual return | 24.18% | 58.77%-34.6pp | 48.33%-24.1pp | 302.99%-278.8pp |
| Employer contribution / active EE | $28,468 | $6,698+325.0% | $5,919+381.0% | $4,763+497.7% |
| Participant deferral / active EE | $16,313 | $8,405+94.1% | $7,714+111.5% | $5,983+172.6% |
| Admin fee / account holder | $19,481 | $15,406+26.4% | $12,431+56.7% | $11,252+73.1% |