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 | $747,079 | $152,619+389.5% | $125,195+496.7% | $152,909+388.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 10.41% | 54.85%-44.4pp | 43.79%-33.4pp | 345.46%-335.1pp |
| Employer contribution / active EE | $15,322 | $4,947+209.7% | $3,866+296.3% | $4,764+221.6% |
| Participant deferral / active EE | $2,681 | $5,869-54.3% | $4,937-45.7% | $5,851-54.2% |
| Admin fee / account holder | $3,943 | $13,437-70.7% | $9,704-59.4% | $11,601-66.0% |