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 | $956,379 | $183,592+420.9% | $155,567+514.8% | $145,959+555.2% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 9.64% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $28,440 | $5,315+435.1% | $4,674+508.5% | $4,661+510.2% |
| Participant deferral / active EE | $18,189 | $6,464+181.4% | $5,628+223.2% | $6,689+171.9% |
| Admin fee / account holder | $13,967 | $19,318-27.7% | $15,916-12.2% | $13,398+4.2% |