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 | $909,350 | $51,207+1675.8% | $70,565+1188.7% | $75,177+1109.6% |
| Participation rate | 95.3% | 61.0%+34.4pp | 68.4%+27.0pp | 67.2%+28.1pp |
| Annual return | 62.69% | 30.05%+32.6pp | 32.79%+29.9pp | 160.75%-98.1pp |
| Employer contribution / active EE | $17,233 | $1,826+843.5% | $2,976+479.1% | $2,671+545.2% |
| Participant deferral / active EE | $17,796 | $2,850+524.4% | $4,568+289.6% | $4,126+331.3% |
| Admin fee / account holder | $63,870 | $4,097+1458.8% | $6,430+893.3% | $5,651+1030.2% |