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 | $743,548 | $117,396+533.4% | $99,452+647.6% | $152,870+386.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 19.32% | 31.87%-12.5pp | 30.72%-11.4pp | 345.34%-326.0pp |
| Employer contribution / active EE | $25,241 | $3,013+737.7% | $2,540+893.8% | $4,763+430.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6,631 | $7,632-13.1% | $6,251+6.1% | $11,597-42.8% |