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 | $889,772 | $127,387+598.5% | $115,038+673.5% | $125,389+609.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 16.90% | 31.28%-14.4pp | 26.14%-9.2pp | 282.24%-265.3pp |
| Employer contribution / active EE | $6,630 | $5,166+28.3% | $4,608+43.9% | $4,866+36.2% |
| Participant deferral / active EE | $14,450 | $6,423+125.0% | $6,026+139.8% | $5,352+170.0% |
| Admin fee / account holder | $511 | $9,516-94.6% | $8,175-93.7% | $9,541-94.6% |