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 | $812,332 | $154,228+426.7% | $145,433+458.6% | $137,256+491.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 16.95% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $27,027 | $4,804+462.6% | $4,554+493.4% | $4,156+550.3% |
| Participant deferral / active EE | $22,890 | $8,216+178.6% | $7,897+189.8% | $6,407+257.3% |
| Admin fee / account holder | $60,161 | $14,344+319.4% | $13,129+358.2% | $12,270+390.3% |