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 | $710,529 | $183,539+287.1% | $155,556+356.8% | $145,897+387.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.61% | 61.31%-43.7pp | 64.84%-47.2pp | 552.29%-534.7pp |
| Employer contribution / active EE | $69,000 | $5,315+1198.1% | $4,675+1375.8% | $4,663+1379.9% |
| Participant deferral / active EE | $7,500 | $6,467+16.0% | $5,631+33.2% | $6,689+12.1% |
| Admin fee / account holder | $4,767 | $19,275-75.3% | $15,885-70.0% | $13,390-64.4% |