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 | $845,393 | $176,120+380.0% | $159,487+430.1% | $167,553+404.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.79% | 331.95%-320.2pp | 263.71%-251.9pp | 478.89%-467.1pp |
| Employer contribution / active EE | $13,465 | $5,299+154.1% | $4,831+178.7% | $4,840+178.2% |
| Participant deferral / active EE | $7,857 | $7,752+1.4% | $7,354+6.8% | $6,343+23.9% |
| Admin fee / account holder | $422,030 | $12,561+3259.9% | $10,804+3806.4% | $12,316+3326.6% |