Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $703,681 | $201,370+249.4% | $184,256+281.9% | $145,897+382.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 74.66% | 29.05%+45.6pp | 28.85%+45.8pp | 552.29%-477.6pp |
| Employer contribution / active EE | $22,133 | $7,024+215.1% | $6,427+244.4% | $4,663+374.7% |
| Participant deferral / active EE | $10,167 | $9,808+3.7% | $9,133+11.3% | $6,689+52.0% |
| Admin fee / account holder | $15,039 | $16,364-8.1% | $13,899+8.2% | $13,390+12.3% |