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 | $886,844 | $172,111+415.3% | $150,298+490.1% | $137,256+546.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.66% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $33,315 | $4,636+618.6% | $4,154+702.0% | $4,156+701.6% |
| Participant deferral / active EE | $22,198 | $6,166+260.0% | $5,453+307.1% | $6,407+246.5% |
| Admin fee / account holder | $8,692 | $16,471-47.2% | $14,116-38.4% | $12,270-29.2% |