Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $743,986 | $289,211+157.2% | $260,467+185.6% | $198,609+274.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 18.30% | 112.90%-94.6pp | 100.60%-82.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $28,392 | $4,663+508.9% | $4,239+569.9% | $5,055+461.6% |
| Participant deferral / active EE | $13,092 | $6,812+92.2% | $6,319+107.2% | $6,977+87.7% |
| Admin fee / account holder | $5,457 | $16,236-66.4% | $15,461-64.7% | $19,030-71.3% |