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 | $680,308 | $183,592+270.6% | $155,574+337.3% | $145,877+366.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $44,309 | $5,317+733.4% | $4,676+847.6% | $4,663+850.2% |
| Participant deferral / active EE | $10,280 | $6,466+59.0% | $5,629+82.6% | $6,691+53.6% |
| Admin fee / account holder | $60,885 | $19,316+215.2% | $15,914+282.6% | $13,402+354.3% |