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 | $1,346,920 | $156,398+761.2% | $147,318+814.3% | $138,895+869.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 44.09% | 78.75%-34.7pp | 70.43%-26.3pp | 145.39%-101.3pp |
| Employer contribution / active EE | $22,434 | $4,853+362.2% | $4,593+388.5% | $4,194+434.9% |
| Participant deferral / active EE | $20,420 | $8,237+147.9% | $7,906+158.3% | $6,396+219.3% |
| Admin fee / account holder | $5,345 | $14,976-64.3% | $13,708-61.0% | $12,562-57.5% |