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 | $738,631 | $176,071+319.5% | $159,450+363.2% | $167,497+341.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.19% | 331.79%-313.6pp | 263.60%-245.4pp | 478.62%-460.4pp |
| Employer contribution / active EE | $40,910 | $5,298+672.2% | $4,830+747.0% | $4,838+745.6% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $15,432 | $12,555+22.9% | $10,800+42.9% | $12,310+25.4% |