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 | $784,009 | $185,312+323.1% | $161,489+385.5% | $154,746+406.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.29% | 103.84%-86.6pp | 89.72%-72.4pp | 172.34%-155.1pp |
| Employer contribution / active EE | $8,927 | $4,769+87.2% | $4,268+109.1% | $4,379+103.8% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $25,485 | $18,654+36.6% | $16,006+59.2% | $14,365+77.4% |