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 | $1,309,141 | $142,354+819.6% | $125,529+942.9% | $155,188+743.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.7%+16.2pp | 80.8%+10.1pp |
| Annual return | 16.28% | 306.06%-289.8pp | 202.56%-186.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,163 | $3,501-38.2% | $3,058-29.3% | $4,248-49.1% |
| Participant deferral / active EE | $6,567 | $5,491+19.6% | $4,813+36.4% | $6,531+0.5% |
| Admin fee / account holder | $7,180 | $19,392-63.0% | $16,298-55.9% | $14,480-50.4% |