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 | $937,525 | $157,304+496.0% | $141,197+564.0% | $152,909+513.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 26.86% | 64.34%-37.5pp | 71.41%-44.5pp | 345.46%-318.6pp |
| Employer contribution / active EE | $7,774 | $5,263+47.7% | $4,736+64.1% | $4,764+63.2% |
| Participant deferral / active EE | $15,667 | $7,111+120.3% | $6,710+133.5% | $5,851+167.8% |
| Admin fee / account holder | $10,808 | $12,126-10.9% | $10,265+5.3% | $11,601-6.8% |