Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $855,727 | $183,592+366.1% | $155,574+450.0% | $145,877+486.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $15,225 | $5,317+186.4% | $4,676+225.6% | $4,663+226.5% |
| Participant deferral / active EE | $18,450 | $6,466+185.3% | $5,629+227.7% | $6,691+175.8% |
| Admin fee / account holder | $4,715 | $19,316-75.6% | $15,914-70.4% | $13,402-64.8% |