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 | $775,611 | $183,592+322.5% | $155,574+398.5% | $145,877+431.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.66% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $35,221 | $5,317+562.5% | $4,676+653.3% | $4,663+655.3% |
| Participant deferral / active EE | $23,128 | $6,466+257.7% | $5,629+310.9% | $6,691+245.7% |
| Admin fee / account holder | $403 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |