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 | $833,724 | $210,510+296.0% | $153,500+443.1% | $145,877+471.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.59% | 13.45%-1.9pp | 15.70%-4.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $20,641 | $6,052+241.1% | $5,039+309.6% | $4,663+342.7% |
| Participant deferral / active EE | $14,706 | $7,974+84.4% | $6,756+117.7% | $6,691+119.8% |
| Admin fee / account holder | $217,717 | $19,455+1019.1% | $12,736+1609.4% | $13,402+1524.5% |