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 | $946,439 | $72,071+1213.2% | $68,368+1284.3% | $137,256+589.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 15.71% | 353.14%-337.4pp | 292.57%-276.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $34,110 | $2,788+1123.5% | $2,649+1187.7% | $4,156+720.7% |
| Participant deferral / active EE | $13,600 | $4,410+208.4% | $4,123+229.9% | $6,407+112.3% |
| Admin fee / account holder | $5,213 | $5,336-2.3% | $5,150+1.2% | $12,270-57.5% |