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 | $786,706 | $162,136+385.2% | $152,301+416.5% | $154,746+408.4% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 13.88% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $950 | $4,890-80.6% | $4,624-79.5% | $4,379-78.3% |
| Participant deferral / active EE | $13,713 | $8,341+64.4% | $8,004+71.3% | $6,730+103.7% |
| Admin fee / account holder | $23,395 | $15,759+48.5% | $14,398+62.5% | $14,365+62.9% |