Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $612,664 | $183,516+233.8% | $155,534+293.9% | $145,884+320.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.52% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $11,163 | $5,315+110.0% | $4,675+138.8% | $4,662+139.4% |
| Participant deferral / active EE | $14,444 | $6,467+123.4% | $5,630+156.5% | $6,690+115.9% |
| Admin fee / account holder | $15,605 | $19,293-19.1% | $15,900-1.9% | $13,392+16.5% |