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 | $842,963 | $85,171+889.7% | $172,753+388.0% | $72,976+1055.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.59% | 27.32%-7.7pp | 803.00%-783.4pp | 81.02%-61.4pp |
| Employer contribution / active EE | $28,456 | $3,324+756.1% | $5,144+453.2% | $2,440+1066.2% |
| Participant deferral / active EE | $19,300 | $3,260+492.0% | $5,198+271.3% | $3,608+435.0% |
| Admin fee / account holder | $114,299 | $5,880+1843.8% | $13,956+719.0% | $5,124+2130.6% |