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 | $746,327 | $168,635+342.6% | $147,617+405.6% | $125,389+495.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.08% | 77.65%-78.7pp | 61.98%-63.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $28,127 | $6,252+349.9% | $5,564+405.5% | $4,866+478.0% |
| Participant deferral / active EE | $16,874 | $5,507+206.4% | $4,895+244.7% | $5,352+215.3% |
| Admin fee / account holder | $31,642 | $13,580+133.0% | $11,612+172.5% | $9,541+231.7% |