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 | $737,068 | $171,492+329.8% | $150,734+389.0% | $198,609+271.1% |
| Participation rate | 72.7% | 81.4%-8.7pp | 78.4%-5.7pp | 82.4%-9.7pp |
| Annual return | 8.87% | 804.70%-795.8pp | 600.81%-591.9pp | 202.70%-193.8pp |
| Employer contribution / active EE | $24,015 | $5,470+339.0% | $4,918+388.3% | $5,055+375.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $52,155 | $17,628+195.9% | $14,905+249.9% | $19,030+174.1% |