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 | $162,136+387.6% | $152,301+419.1% | $154,746+410.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.19% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $3,896 | $4,890-20.3% | $4,624-15.7% | $4,379-11.0% |
| Participant deferral / active EE | $19,062 | $8,341+128.5% | $8,004+138.2% | $6,730+183.2% |
| Admin fee / account holder | $13,791 | $15,759-12.5% | $14,398-4.2% | $14,365-4.0% |