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 | $906,850 | $227,399+298.8% | $189,758+377.9% | $198,609+356.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.43% | 61.03%-48.6pp | 52.62%-40.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $26,600 | $5,526+381.3% | $4,767+458.1% | $5,055+426.2% |
| Participant deferral / active EE | $14,875 | $6,837+117.6% | $5,856+154.0% | $6,977+113.2% |
| Admin fee / account holder | $8,861 | $25,162-64.8% | $20,388-56.5% | $19,030-53.4% |