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 | $771,360 | $254,759+202.8% | $216,567+256.2% | $198,609+288.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.12% | 10.04%+1.1pp | 12.94%-1.8pp | 202.70%-191.6pp |
| Employer contribution / active EE | $29,286 | $6,096+380.4% | $5,216+461.5% | $5,055+479.3% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $15,707 | $26,311-40.3% | $21,981-28.5% | $19,030-17.5% |