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 | $717,850 | $106,749+572.5% | $145,433+393.6% | $82,448+770.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.74% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $10,358 | $3,444+200.7% | $4,554+127.4% | $2,551+306.1% |
| Participant deferral / active EE | $14,761 | $6,519+126.4% | $7,897+86.9% | $4,139+256.6% |
| Admin fee / account holder | $102,980 | $8,390+1127.4% | $13,129+684.4% | $7,234+1323.5% |