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 | $808,427 | $118,877+580.1% | $96,570+737.1% | $167,536+382.5% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 22.83% | 50.50%-27.7pp | 37.79%-15.0pp | 478.82%-456.0pp |
| Employer contribution / active EE | $8,732 | $3,121+179.8% | $2,357+270.4% | $4,839+80.4% |
| Participant deferral / active EE | $13,045 | $4,617+182.6% | $3,849+238.9% | $6,342+105.7% |
| Admin fee / account holder | $7,140 | $8,069-11.5% | $6,182+15.5% | $12,315-42.0% |