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 | $934,309 | $156,398+497.4% | $147,318+534.2% | $138,895+572.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.37% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $18,092 | $4,853+272.8% | $4,593+293.9% | $4,194+331.4% |
| Participant deferral / active EE | $14,011 | $8,237+70.1% | $7,906+77.2% | $6,396+119.0% |
| Admin fee / account holder | $3,200 | $14,976-78.6% | $13,708-76.7% | $12,562-74.5% |