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 | $809,207 | $185,856+335.4% | $170,028+375.9% | $139,456+480.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.08% | 60.52%-47.4pp | 53.39%-40.3pp | 373.45%-360.4pp |
| Employer contribution / active EE | $34,603 | $7,593+355.7% | $6,788+409.8% | $4,753+628.1% |
| Participant deferral / active EE | $27,026 | $11,623+132.5% | $10,409+159.6% | $6,711+302.7% |
| Admin fee / account holder | $14,794 | $15,387-3.9% | $12,820+15.4% | $11,407+29.7% |