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 | $620,276 | $85,766+623.2% | $136,298+355.1% | $70,126+784.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.07% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $16,297 | $2,966+449.5% | $4,696+247.1% | $2,343+595.7% |
| Participant deferral / active EE | $10,901 | $5,051+115.8% | $6,247+74.5% | $3,332+227.2% |
| Admin fee / account holder | $44,791 | $5,421+726.3% | $9,244+384.5% | $4,645+864.2% |