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 | $848,903 | $149,741+466.9% | $118,914+613.9% | $158,982+434.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.45% | 19.94%-7.5pp | 35.89%-23.4pp | 302.99%-290.5pp |
| Employer contribution / active EE | $24,000 | $4,119+482.7% | $3,264+635.2% | $4,763+403.9% |
| Participant deferral / active EE | $26,000 | $5,226+397.6% | $4,266+509.5% | $5,983+334.5% |
| Admin fee / account holder | $14,152 | $8,607+64.4% | $6,582+115.0% | $11,252+25.8% |