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 | $375,661+104.5% | $312,151+146.2% | $382,429+100.9% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 11.67% | 0.11%+11.6pp | 1.82%+9.9pp | 248.85%-237.2pp |
| Employer contribution / active EE | $28,104 | $9,697+189.8% | $8,031+249.9% | $8,036+249.7% |
| Participant deferral / active EE | $15,500 | $5,737+170.2% | $5,370+188.7% | $5,727+170.6% |
| Admin fee / account holder | $3,845 | $64,308-94.0% | $51,799-92.6% | $30,732-87.5% |