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 | $719,349 | $183,539+291.9% | $155,556+362.4% | $145,897+393.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.56% | 61.31%-48.7pp | 64.84%-52.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $13,501 | $5,315+154.0% | $4,675+188.8% | $4,663+189.6% |
| Participant deferral / active EE | $11,998 | $6,467+85.5% | $5,631+113.1% | $6,689+79.4% |
| Admin fee / account holder | $1,312 | $19,275-93.2% | $15,885-91.7% | $13,390-90.2% |