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 | $710,763 | $100,147+609.7% | $81,286+774.4% | $145,877+387.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.93% | 34.44%-21.5pp | 24.80%-11.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $10,076 | $2,977+238.4% | $2,463+309.1% | $4,663+116.1% |
| Participant deferral / active EE | $7,824 | $4,607+69.8% | $3,883+101.5% | $6,691+16.9% |
| Admin fee / account holder | $66,132 | $8,201+706.4% | $5,764+1047.4% | $13,402+393.4% |