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 | $712,978 | $217,432+227.9% | $185,849+283.6% | $167,536+325.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.00% | 148.42%-134.4pp | 122.10%-108.1pp | 478.82%-464.8pp |
| Employer contribution / active EE | $8,962 | $5,875+52.6% | $5,169+73.4% | $4,839+85.2% |
| Participant deferral / active EE | $8,529 | $6,357+34.2% | $5,569+53.2% | $6,342+34.5% |
| Admin fee / account holder | $12,437 | $19,818-37.2% | $16,244-23.4% | $12,315+1.0% |