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 | $183,516+563.1% | $155,534+682.4% | $145,884+734.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 46.55% | 61.43%-14.9pp | 64.92%-18.4pp | 551.85%-505.3pp |
| Employer contribution / active EE | $6,346 | $5,315+19.4% | $4,675+35.8% | $4,662+36.1% |
| Participant deferral / active EE | $4,104 | $6,467-36.5% | $5,630-27.1% | $6,690-38.6% |
| Admin fee / account holder | $3,021 | $19,293-84.3% | $15,900-81.0% | $13,392-77.4% |