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 | $697,137 | $181,062+285.0% | $158,223+340.6% | $155,188+349.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.43% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $22,154 | $4,565+385.3% | $4,109+439.2% | $4,248+421.5% |
| Participant deferral / active EE | $21,041 | $6,134+243.0% | $5,467+284.9% | $6,531+222.2% |
| Admin fee / account holder | $20,521 | $18,825+9.0% | $16,047+27.9% | $14,480+41.7% |