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 | $706,034 | $148,629+375.0% | $135,982+419.2% | $139,487+406.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.41% | 79.33%-62.9pp | 68.32%-51.9pp | 373.84%-357.4pp |
| Employer contribution / active EE | $23,611 | $5,247+350.0% | $4,859+385.9% | $4,755+396.6% |
| Participant deferral / active EE | $3,020 | $8,102-62.7% | $7,760-61.1% | $6,713-55.0% |
| Admin fee / account holder | $14,011 | $12,406+12.9% | $10,767+30.1% | $11,407+22.8% |