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 | $843,739 | $183,592+359.6% | $155,574+442.3% | $145,877+478.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.47% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $20,881 | $5,317+292.7% | $4,676+346.6% | $4,663+347.8% |
| Participant deferral / active EE | $22,793 | $6,466+252.5% | $5,629+304.9% | $6,691+240.7% |
| Admin fee / account holder | $281,600 | $19,316+1357.9% | $15,914+1669.5% | $13,402+2001.2% |