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 | $896,119 | $129,737+590.7% | $119,126+652.2% | $154,746+479.1% |
| Participation rate | 95.0% | 78.9%+16.1pp | 75.8%+19.2pp | 80.7%+14.3pp |
| Annual return | 13.70% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $3,935 | $4,375-10.1% | $4,034-2.5% | $4,379-10.1% |
| Participant deferral / active EE | $5,215 | $5,842-10.7% | $5,318-1.9% | $6,730-22.5% |
| Admin fee / account holder | $84,241 | $11,961+604.3% | $10,693+687.8% | $14,365+486.4% |