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 | $1,121,884 | $111,814+903.3% | $103,378+985.2% | $145,978+668.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.85% | 24.80%-11.9pp | 24.91%-12.1pp | 550.52%-537.7pp |
| Employer contribution / active EE | $20,980 | $4,215+397.7% | $3,870+442.1% | $4,662+350.0% |
| Participant deferral / active EE | $15,994 | $5,618+184.7% | $5,058+216.2% | $6,690+139.1% |
| Admin fee / account holder | $21,787 | $9,764+123.1% | $8,401+159.3% | $13,400+62.6% |