Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $728,858 | $101,763+616.2% | $164,866+342.1% | $80,874+801.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 21.73% | 16.73%+5.0pp | 69.97%-48.2pp | 35.62%-13.9pp |
| Employer contribution / active EE | $15,988 | $2,954+441.2% | $4,343+268.2% | $2,756+480.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $15,965 | $8,228+94.0% | $12,689+25.8% | $6,935+130.2% |