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 | $863,940 | $154,228+460.2% | $145,433+494.0% | $137,256+529.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.13% | 74.59%-58.5pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $45,805 | $4,804+853.5% | $4,554+905.7% | $4,156+1002.1% |
| Participant deferral / active EE | $23,651 | $8,216+187.9% | $7,897+199.5% | $6,407+269.2% |
| Admin fee / account holder | $26,942 | $14,344+87.8% | $13,129+105.2% | $12,270+119.6% |