Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $890,993 | $210,510+323.3% | $153,500+480.5% | $145,877+510.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.17% | 13.45%+2.7pp | 15.70%+0.5pp | 551.28%-535.1pp |
| Employer contribution / active EE | $13,157 | $6,052+117.4% | $5,039+161.1% | $4,663+182.1% |
| Participant deferral / active EE | $15,000 | $7,974+88.1% | $6,756+122.0% | $6,691+124.2% |
| Admin fee / account holder | $5,740 | $19,455-70.5% | $12,736-54.9% | $13,402-57.2% |