Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $814,367 | $172,111+373.2% | $150,298+441.8% | $137,256+493.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.24% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $8,897 | $4,636+91.9% | $4,154+114.2% | $4,156+114.1% |
| Participant deferral / active EE | $10,846 | $6,166+75.9% | $5,453+98.9% | $6,407+69.3% |
| Admin fee / account holder | $1,507 | $16,471-90.9% | $14,116-89.3% | $12,270-87.7% |