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 | $832,084 | $162,967+410.6% | $135,792+512.8% | $138,895+499.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 10.19% | 30.08%-19.9pp | 25.96%-15.8pp | 145.39%-135.2pp |
| Employer contribution / active EE | $22,222 | $4,211+427.7% | $3,496+535.7% | $4,194+429.8% |
| Participant deferral / active EE | $9,056 | $5,640+60.6% | $4,759+90.3% | $6,396+41.6% |
| Admin fee / account holder | $105,427 | $15,306+588.8% | $12,266+759.5% | $12,562+739.2% |