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 | $674,562 | $166,242+305.8% | $165,071+308.6% | $145,884+362.4% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 14.47% | 100.44%-86.0pp | 70.17%-55.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $4,401 | $5,283-16.7% | $4,347+1.2% | $4,662-5.6% |
| Participant deferral / active EE | $11,836 | $6,964+70.0% | $6,035+96.1% | $6,690+76.9% |
| Admin fee / account holder | $14,052 | $16,658-15.6% | $12,695+10.7% | $13,392+4.9% |