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 | $619,664 | $183,592+237.5% | $155,574+298.3% | $145,877+324.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.28% | 61.37%-43.1pp | 64.87%-46.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $22,558 | $5,317+324.3% | $4,676+382.5% | $4,663+383.8% |
| Participant deferral / active EE | $19,400 | $6,466+200.0% | $5,629+244.6% | $6,691+190.0% |
| Admin fee / account holder | $12,198 | $19,316-36.8% | $15,914-23.3% | $13,402-9.0% |