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 | $560,475 | $100,805+456.0% | $86,698+546.5% | $134,532+316.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.72% | 29.09%-41.8pp | 35.95%-48.7pp | 418.27%-431.0pp |
| Employer contribution / active EE | $9,129 | $3,490+161.6% | $2,837+221.8% | $4,741+92.5% |
| Participant deferral / active EE | $7,479 | $5,339+40.1% | $4,656+60.6% | $6,401+16.8% |
| Admin fee / account holder | $14,949 | $10,925+36.8% | $7,493+99.5% | $11,429+30.8% |