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 | $539,545 | $157,304+243.0% | $141,197+282.1% | $152,909+252.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.11% | 64.34%-45.2pp | 71.41%-52.3pp | 345.46%-326.4pp |
| Employer contribution / active EE | $23,191 | $5,263+340.7% | $4,736+389.7% | $4,764+386.8% |
| Participant deferral / active EE | $17,911 | $7,111+151.9% | $6,710+166.9% | $5,851+206.1% |
| Admin fee / account holder | $151,276 | $12,126+1147.6% | $10,265+1373.7% | $11,601+1204.0% |