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 | $1,293,560 | $181,062+614.4% | $158,223+717.6% | $155,188+733.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.03% | 57.39%-45.4pp | 52.09%-40.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $16,560 | $4,565+262.8% | $4,109+303.0% | $4,248+289.9% |
| Participant deferral / active EE | $23,904 | $6,134+289.7% | $5,467+337.2% | $6,531+266.0% |
| Admin fee / account holder | $12,562 | $18,825-33.3% | $16,047-21.7% | $14,480-13.2% |