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 | $1,880,455 | $183,539+924.6% | $155,556+1108.9% | $145,897+1188.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.50% | 61.31%-42.8pp | 64.84%-46.3pp | 552.29%-533.8pp |
| Employer contribution / active EE | $14,111 | $5,315+165.5% | $4,675+201.8% | $4,663+202.7% |
| Participant deferral / active EE | $10,228 | $6,467+58.2% | $5,631+81.6% | $6,689+52.9% |
| Admin fee / account holder | $12,273 | $19,275-36.3% | $15,885-22.7% | $13,390-8.3% |