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 | $920,543 | $202,440+354.7% | $169,390+443.4% | $139,466+560.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 31.74% | 532.36%-500.6pp | 406.07%-374.3pp | 373.66%-341.9pp |
| Employer contribution / active EE | $6,007 | $4,693+28.0% | $4,013+49.7% | $4,754+26.4% |
| Participant deferral / active EE | $21,225 | $6,940+205.8% | $6,222+241.1% | $6,712+216.2% |
| Admin fee / account holder | $195,446 | $10,722+1722.8% | $9,015+2068.1% | $11,409+1613.1% |