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 | $916,449 | $110,240+731.3% | $96,544+849.3% | $139,487+557.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 48.85% | 26.41%+22.4pp | 25.88%+23.0pp | 373.84%-325.0pp |
| Employer contribution / active EE | $11,962 | $3,622+230.2% | $2,966+303.2% | $4,755+151.6% |
| Participant deferral / active EE | $18,625 | $5,549+235.7% | $4,851+283.9% | $6,713+177.5% |
| Admin fee / account holder | $32,030 | $11,602+176.1% | $8,254+288.0% | $11,407+180.8% |