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 | $1,211,596 | $227,291+433.1% | $214,702+464.3% | $155,188+680.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.45% | 60.08%-44.6pp | 54.55%-39.1pp | 148.84%-133.4pp |
| Employer contribution / active EE | $9,727 | $6,772+43.6% | $6,461+50.6% | $4,248+129.0% |
| Participant deferral / active EE | $23,809 | $9,582+148.5% | $9,147+160.3% | $6,531+264.5% |
| Admin fee / account holder | $27,921 | $20,413+36.8% | $19,830+40.8% | $14,480+92.8% |