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 | $945,600 | $185,856+408.8% | $170,028+456.1% | $139,456+578.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.29% | 60.52%-30.2pp | 53.39%-23.1pp | 373.45%-343.2pp |
| Employer contribution / active EE | $25,066 | $7,593+230.1% | $6,788+269.3% | $4,753+427.4% |
| Participant deferral / active EE | $21,797 | $11,623+87.5% | $10,409+109.4% | $6,711+224.8% |
| Admin fee / account holder | $1,130 | $15,387-92.7% | $12,820-91.2% | $11,407-90.1% |