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 | $649,214 | $100,262+547.5% | $81,370+697.9% | $145,897+345.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 34.52%-22.4pp | 24.85%-12.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $13,879 | $2,979+365.9% | $2,464+463.3% | $4,663+197.7% |
| Participant deferral / active EE | $16,557 | $4,612+259.0% | $3,885+326.1% | $6,689+147.5% |
| Admin fee / account holder | $25,320 | $8,163+210.2% | $5,749+340.4% | $13,390+89.1% |