Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $593,256 | $183,516+223.3% | $155,534+281.4% | $145,884+306.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.31% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $5,407 | $5,315+1.7% | $4,675+15.7% | $4,662+16.0% |
| Participant deferral / active EE | $29,688 | $6,467+359.1% | $5,630+427.3% | $6,690+343.8% |
| Admin fee / account holder | $7,569 | $19,293-60.8% | $15,900-52.4% | $13,392-43.5% |