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 | $678,423 | $105,160+545.1% | $94,679+616.6% | $139,456+386.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.76% | 38.04%-18.3pp | 156.75%-137.0pp | 373.45%-353.7pp |
| Employer contribution / active EE | $35,767 | $4,107+771.0% | $3,673+873.9% | $4,753+652.6% |
| Participant deferral / active EE | $27,000 | $7,599+255.3% | $7,417+264.0% | $6,711+302.3% |
| Admin fee / account holder | $3,558 | $8,988-60.4% | $7,233-50.8% | $11,407-68.8% |