Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $622,904 | $211,239+194.9% | $178,528+248.9% | $145,877+327.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.50% | 30.22%-18.7pp | 27.11%-15.6pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,236 | $4,570-51.1% | $3,950-43.4% | $4,663-52.0% |
| Participant deferral / active EE | $15,333 | $6,963+120.2% | $6,278+144.2% | $6,691+129.2% |
| Admin fee / account holder | $27,423 | $12,095+126.7% | $10,419+163.2% | $13,402+104.6% |