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 | $988,828 | $174,379+467.1% | $152,093+550.1% | $138,895+611.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.63% | 74.86%-61.2pp | 66.36%-52.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $24,689 | $4,652+430.7% | $4,175+491.4% | $4,194+488.6% |
| Participant deferral / active EE | $14,038 | $6,159+127.9% | $5,451+157.5% | $6,396+119.5% |
| Admin fee / account holder | $6,769 | $16,880-59.9% | $14,497-53.3% | $12,562-46.1% |