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 | $796,838 | $217,432+266.5% | $185,849+328.8% | $167,536+375.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.55% | 148.42%-129.9pp | 122.10%-103.5pp | 478.82%-460.3pp |
| Employer contribution / active EE | $8,941 | $5,875+52.2% | $5,169+73.0% | $4,839+84.8% |
| Participant deferral / active EE | $18,429 | $6,357+189.9% | $5,569+230.9% | $6,342+190.6% |
| Admin fee / account holder | $8,265 | $19,818-58.3% | $16,244-49.1% | $12,315-32.9% |