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 | $768,363 | $391,394+96.3% | $342,983+124.0% | $461,066+66.6% |
| Participation rate | 100.0% | 89.0%+11.0pp | 88.2%+11.8pp | 87.7%+12.3pp |
| Annual return | 11.67% | -3.77%+15.4pp | -2.60%+14.3pp | 484.84%-473.2pp |
| Employer contribution / active EE | $28,104 | $8,803+219.3% | $7,825+259.2% | $9,163+206.7% |
| Participant deferral / active EE | $15,500 | $6,244+148.2% | $6,109+153.7% | $6,032+157.0% |
| Admin fee / account holder | $3,845 | $23,519-83.7% | $22,391-82.8% | $28,147-86.3% |