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 | $806,017 | $217,432+270.7% | $185,851+333.7% | $167,553+381.1% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 14.39% | 148.43%-134.0pp | 122.11%-107.7pp | 478.89%-464.5pp |
| Employer contribution / active EE | $26,728 | $5,874+355.0% | $5,168+417.1% | $4,840+452.3% |
| Participant deferral / active EE | $11,431 | $6,357+79.8% | $5,569+105.3% | $6,343+80.2% |
| Admin fee / account holder | $33,917 | $19,820+71.1% | $16,245+108.8% | $12,316+175.4% |