Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,056,027 | $209,336+882.2% | $197,124+943.0% | $137,256+1398.0% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 118.30% | 48.09%+70.2pp | 44.34%+74.0pp | 220.34%-102.0pp |
| Employer contribution / active EE | $5,405 | $6,591-18.0% | $6,227-13.2% | $4,156+30.1% |
| Participant deferral / active EE | $11,006 | $9,614+14.5% | $9,135+20.5% | $6,407+71.8% |
| Admin fee / account holder | $446 | $17,308-97.4% | $16,298-97.3% | $12,270-96.4% |