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 | $901,927 | $174,379+417.2% | $152,093+493.0% | $138,895+549.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.97% | 74.86%-59.9pp | 66.36%-51.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $24,394 | $4,652+424.4% | $4,175+484.3% | $4,194+481.6% |
| Participant deferral / active EE | $15,516 | $6,159+151.9% | $5,451+184.6% | $6,396+142.6% |
| Admin fee / account holder | $1,209 | $16,880-92.8% | $14,497-91.7% | $12,562-90.4% |