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 | $854,840 | $209,874+307.3% | $189,537+351.0% | $167,536+410.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.00% | 748.61%-732.6pp | 555.34%-539.3pp | 478.82%-462.8pp |
| Employer contribution / active EE | $14,167 | $6,913+104.9% | $6,161+130.0% | $4,839+192.8% |
| Participant deferral / active EE | $10,833 | $8,934+21.3% | $8,220+31.8% | $6,342+70.8% |
| Admin fee / account holder | $1,388 | $14,299-90.3% | $12,048-88.5% | $12,315-88.7% |