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 | $611,433 | $78,690+677.0% | $161,489+278.6% | $87,485+598.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 17.10% | 32.74%-15.6pp | 89.72%-72.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $34,280 | $2,588+1224.4% | $4,268+703.1% | $2,596+1220.4% |
| Participant deferral / active EE | $17,597 | $3,311+431.5% | $5,630+212.6% | $4,274+311.8% |
| Admin fee / account holder | $22,006 | $6,724+227.3% | $16,006+37.5% | $7,775+183.0% |