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 | $493,492 | $104,709+371.3% | $85,705+475.8% | $167,553+194.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 18.74% | 21.45%-2.7pp | 21.49%-2.7pp | 478.89%-460.1pp |
| Employer contribution / active EE | $15,494 | $3,338+364.2% | $2,619+491.6% | $4,840+220.1% |
| Participant deferral / active EE | $4,719 | $4,827-2.2% | $3,924+20.3% | $6,343-25.6% |
| Admin fee / account holder | $977 | $10,036-90.3% | $6,877-85.8% | $12,316-92.1% |