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 | $766,039 | $108,942+603.2% | $100,415+662.9% | $145,897+425.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.01% | 58.27%-44.3pp | 49.47%-35.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $4,240 | $4,422-4.1% | $3,943+7.5% | $4,663-9.1% |
| Participant deferral / active EE | $20,565 | $8,461+143.1% | $8,091+154.2% | $6,689+207.4% |
| Admin fee / account holder | $150,642 | $9,702+1452.7% | $7,906+1805.4% | $13,390+1025.0% |