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 | $716,599 | $183,592+290.3% | $155,574+360.6% | $145,877+391.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.15% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $22,736 | $5,317+327.6% | $4,676+386.2% | $4,663+387.6% |
| Participant deferral / active EE | $17,160 | $6,466+165.4% | $5,629+204.8% | $6,691+156.5% |
| Admin fee / account holder | $3,515 | $19,316-81.8% | $15,914-77.9% | $13,402-73.8% |