Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $798,411 | $183,516+335.1% | $155,534+413.3% | $145,884+447.3% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 30.77% | 61.43%-30.7pp | 64.92%-34.2pp | 551.85%-521.1pp |
| Employer contribution / active EE | $5,924 | $5,315+11.5% | $4,675+26.7% | $4,662+27.1% |
| Participant deferral / active EE | $11,233 | $6,467+73.7% | $5,630+99.5% | $6,690+67.9% |
| Admin fee / account holder | $50,455 | $19,293+161.5% | $15,900+217.3% | $13,392+276.8% |