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 | $183,516+359.8% | $155,534+442.5% | $145,884+478.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.47% | 61.43%-50.0pp | 64.92%-53.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $20,881 | $5,315+292.9% | $4,675+346.7% | $4,662+347.9% |
| Participant deferral / active EE | $22,793 | $6,467+252.5% | $5,630+304.8% | $6,690+240.7% |
| Admin fee / account holder | $281,600 | $19,293+1359.6% | $15,900+1671.1% | $13,392+2002.8% |