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 | $699,309 | $183,592+280.9% | $155,567+349.5% | $145,959+379.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 61.24%-45.8pp | 64.74%-49.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $17,738 | $5,315+233.8% | $4,674+279.5% | $4,661+280.6% |
| Participant deferral / active EE | $12,636 | $6,464+95.5% | $5,628+124.5% | $6,689+88.9% |
| Admin fee / account holder | $5,016 | $19,318-74.0% | $15,916-68.5% | $13,398-62.6% |