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 | $1,216,904 | $183,592+562.8% | $155,574+682.2% | $145,877+734.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 46.55% | 61.37%-14.8pp | 64.87%-18.3pp | 551.28%-504.7pp |
| Employer contribution / active EE | $6,346 | $5,317+19.4% | $4,676+35.7% | $4,663+36.1% |
| Participant deferral / active EE | $4,104 | $6,466-36.5% | $5,629-27.1% | $6,691-38.7% |
| Admin fee / account holder | $3,021 | $19,316-84.4% | $15,914-81.0% | $13,402-77.5% |