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 | $714,138 | $209,336+241.1% | $197,124+262.3% | $137,256+420.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.61% | 48.09%-25.5pp | 44.34%-21.7pp | 220.34%-197.7pp |
| Employer contribution / active EE | $4,688 | $6,591-28.9% | $6,227-24.7% | $4,156+12.8% |
| Participant deferral / active EE | $13,091 | $9,614+36.2% | $9,135+43.3% | $6,407+104.3% |
| Admin fee / account holder | $33,342 | $17,308+92.6% | $16,298+104.6% | $12,270+171.7% |