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 | $935,444 | $162,136+477.0% | $152,301+514.2% | $154,746+504.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.64% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $6,730 | $4,890+37.6% | $4,624+45.5% | $4,379+53.7% |
| Participant deferral / active EE | $30,000 | $8,341+259.7% | $8,004+274.8% | $6,730+345.7% |
| Admin fee / account holder | $5,495 | $15,759-65.1% | $14,398-61.8% | $14,365-61.7% |