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 | $747,748 | $166,242+349.8% | $165,071+353.0% | $145,884+412.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.64% | 100.44%-84.8pp | 70.17%-54.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $14,477 | $5,283+174.0% | $4,347+233.0% | $4,662+210.5% |
| Participant deferral / active EE | $16,319 | $6,964+134.3% | $6,035+170.4% | $6,690+143.9% |
| Admin fee / account holder | $6,236 | $16,658-62.6% | $12,695-50.9% | $13,392-53.4% |