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 | $896,270 | $209,422+328.0% | $178,503+402.1% | $158,982+463.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.18% | 188.81%-174.6pp | 151.12%-136.9pp | 302.99%-288.8pp |
| Employer contribution / active EE | $54,679 | $5,707+858.1% | $5,011+991.1% | $4,763+1048.0% |
| Participant deferral / active EE | $3,250 | $5,955-45.4% | $5,202-37.5% | $5,983-45.7% |
| Admin fee / account holder | $2,124 | $17,079-87.6% | $13,987-84.8% | $11,252-81.1% |