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 | $791,166 | $172,111+359.7% | $150,298+426.4% | $137,256+476.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.89% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $40,344 | $4,636+770.2% | $4,154+871.2% | $4,156+870.7% |
| Participant deferral / active EE | $17,001 | $6,166+175.7% | $5,453+211.8% | $6,407+165.4% |
| Admin fee / account holder | $10,360 | $16,471-37.1% | $14,116-26.6% | $12,270-15.6% |