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 | $839,055 | $183,592+357.0% | $155,567+439.4% | $145,959+474.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.60% | 61.24%-50.6pp | 64.74%-54.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $6,991 | $5,315+31.5% | $4,674+49.6% | $4,661+50.0% |
| Participant deferral / active EE | $16,200 | $6,464+150.6% | $5,628+187.9% | $6,689+142.2% |
| Admin fee / account holder | $23,384 | $19,318+21.0% | $15,916+46.9% | $13,398+74.5% |