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 | $750,695 | $157,296+377.2% | $141,191+431.7% | $152,897+391.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.49% | 64.34%-30.9pp | 71.41%-37.9pp | 345.43%-311.9pp |
| Employer contribution / active EE | $21,422 | $5,262+307.1% | $4,736+352.3% | $4,764+349.7% |
| Participant deferral / active EE | $16,760 | $7,111+135.7% | $6,710+149.8% | $5,851+186.4% |
| Admin fee / account holder | $6,255 | $12,125-48.4% | $10,264-39.1% | $11,599-46.1% |