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 | $771,945 | $217,432+255.0% | $185,849+315.4% | $167,536+360.8% |
| Participation rate | 95.5% | 86.1%+9.4pp | 81.7%+13.7pp | 82.1%+13.3pp |
| Annual return | 16.13% | 148.42%-132.3pp | 122.10%-106.0pp | 478.82%-462.7pp |
| Employer contribution / active EE | $34,121 | $5,875+480.8% | $5,169+560.2% | $4,839+605.1% |
| Participant deferral / active EE | $5,392 | $6,357-15.2% | $5,569-3.2% | $6,342-15.0% |
| Admin fee / account holder | $19,177 | $19,818-3.2% | $16,244+18.1% | $12,315+55.7% |