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 | $943,012 | $175,259+438.1% | $149,723+529.8% | $139,487+576.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.90% | 166.82%-152.9pp | 134.50%-120.6pp | 373.84%-359.9pp |
| Employer contribution / active EE | $2,951 | $5,478-46.1% | $4,821-38.8% | $4,755-37.9% |
| Participant deferral / active EE | $11,413 | $6,522+75.0% | $5,682+100.8% | $6,713+70.0% |
| Admin fee / account holder | $23,618 | $16,158+46.2% | $13,215+78.7% | $11,407+107.0% |