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 | $630,294 | $176,077+258.0% | $159,455+295.3% | $167,518+276.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.12% | 331.83%-321.7pp | 263.63%-253.5pp | 478.71%-468.6pp |
| Employer contribution / active EE | $3,773 | $5,298-28.8% | $4,830-21.9% | $4,838-22.0% |
| Participant deferral / active EE | $8,816 | $7,751+13.7% | $7,353+19.9% | $6,342+39.0% |
| Admin fee / account holder | $16,105 | $12,556+28.3% | $10,800+49.1% | $12,312+30.8% |