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 | $1,706,515 | $209,336+715.2% | $197,124+765.7% | $137,256+1143.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.60% | 48.09%-33.5pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $33,863 | $6,591+413.8% | $6,227+443.8% | $4,156+714.8% |
| Participant deferral / active EE | $16,750 | $9,614+74.2% | $9,135+83.4% | $6,407+161.4% |
| Admin fee / account holder | $12,805 | $17,308-26.0% | $16,298-21.4% | $12,270+4.4% |