Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,044,792 | $172,111+507.0% | $150,298+595.1% | $137,256+661.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 13.80% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $7,315 | $4,636+57.8% | $4,154+76.1% | $4,156+76.0% |
| Participant deferral / active EE | $7,611 | $6,166+23.4% | $5,453+39.6% | $6,407+18.8% |
| Admin fee / account holder | $4,481 | $16,471-72.8% | $14,116-68.3% | $12,270-63.5% |