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 | $719,825 | $115,225+524.7% | $100,712+614.7% | $138,895+418.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 9.65% | 40.35%-30.7pp | 33.27%-23.6pp | 145.39%-135.7pp |
| Employer contribution / active EE | $11,672 | $2,771+321.2% | $2,313+404.7% | $4,194+178.3% |
| Participant deferral / active EE | $32,250 | $4,699+586.3% | $4,085+689.4% | $6,396+404.2% |
| Admin fee / account holder | $9,467 | $10,844-12.7% | $9,256+2.3% | $12,562-24.6% |