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 | $1,088,390 | $172,111+532.4% | $150,298+624.2% | $137,256+693.0% |
| Participation rate | 82.6% | 81.7%+0.9pp | 77.8%+4.8pp | 80.0%+2.6pp |
| Annual return | 20.72% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $25,605 | $4,636+452.3% | $4,154+516.4% | $4,156+516.1% |
| Participant deferral / active EE | $19,215 | $6,166+211.6% | $5,453+252.4% | $6,407+199.9% |
| Admin fee / account holder | $18,063 | $16,471+9.7% | $14,116+28.0% | $12,270+47.2% |