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 | $747,775 | $160,070+367.2% | $147,117+408.3% | $145,897+412.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.66% | 98.69%-69.0pp | 420.54%-390.9pp | 552.29%-522.6pp |
| Employer contribution / active EE | $5,792 | $5,285+9.6% | $4,932+17.4% | $4,663+24.2% |
| Participant deferral / active EE | $22,773 | $8,419+170.5% | $8,065+182.4% | $6,689+240.4% |
| Admin fee / account holder | $31,044 | $15,035+106.5% | $12,993+138.9% | $13,390+131.8% |