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 | $1,100,533 | $154,228+613.6% | $145,433+656.7% | $137,256+701.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.06% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $6,362 | $4,804+32.4% | $4,554+39.7% | $4,156+53.1% |
| Participant deferral / active EE | $9,708 | $8,216+18.2% | $7,897+22.9% | $6,407+51.5% |
| Admin fee / account holder | $316 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |