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 | $899,634 | $201,370+346.8% | $184,256+388.3% | $145,897+516.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.26% | 29.05%-6.8pp | 28.85%-6.6pp | 552.29%-530.0pp |
| Employer contribution / active EE | $23,675 | $7,024+237.1% | $6,427+268.4% | $4,663+407.8% |
| Participant deferral / active EE | $19,407 | $9,808+97.9% | $9,133+112.5% | $6,689+190.1% |
| Admin fee / account holder | $14,822 | $16,364-9.4% | $13,899+6.6% | $13,390+10.7% |