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 | $731,364 | $228,395+220.2% | $185,861+293.5% | $158,982+360.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 46.78% | 40.82%+6.0pp | 35.96%+10.8pp | 302.99%-256.2pp |
| Employer contribution / active EE | $9,849 | $4,968+98.3% | $4,088+140.9% | $4,763+106.8% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24,708 | $11,869+108.2% | $9,503+160.0% | $11,252+119.6% |