Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $790,603 | $154,228+412.6% | $145,433+443.6% | $137,256+476.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.19% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,896 | $4,804-18.9% | $4,554-14.5% | $4,156-6.3% |
| Participant deferral / active EE | $19,062 | $8,216+132.0% | $7,897+141.4% | $6,407+197.5% |
| Admin fee / account holder | $13,791 | $14,344-3.9% | $13,129+5.0% | $12,270+12.4% |