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 | $496,537 | $201,259+146.7% | $184,200+169.6% | $145,959+240.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.51% | 28.98%-17.5pp | 28.80%-17.3pp | 561.95%-550.4pp |
| Employer contribution / active EE | $26,500 | $7,018+277.6% | $6,424+312.5% | $4,661+468.6% |
| Participant deferral / active EE | $21,850 | $9,806+122.8% | $9,132+139.3% | $6,689+226.7% |
| Admin fee / account holder | $3,580 | $16,372-78.1% | $13,907-74.3% | $13,398-73.3% |