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 | $1,416,967 | $217,432+551.7% | $185,851+662.4% | $167,553+745.7% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 11.81% | 148.43%-136.6pp | 122.11%-110.3pp | 478.89%-467.1pp |
| Employer contribution / active EE | $32,703 | $5,874+456.7% | $5,168+532.7% | $4,840+575.7% |
| Participant deferral / active EE | $19,564 | $6,357+207.8% | $5,569+251.3% | $6,343+208.5% |
| Admin fee / account holder | $423,521 | $19,820+2036.8% | $16,245+2507.1% | $12,316+3338.7% |