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 | $612,496 | $111,814+447.8% | $103,374+492.5% | $145,959+319.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.16% | 24.77%-6.6pp | 24.89%-6.7pp | 561.95%-543.8pp |
| Employer contribution / active EE | $35,864 | $4,214+751.1% | $3,869+826.9% | $4,661+669.5% |
| Participant deferral / active EE | $19,850 | $5,618+253.3% | $5,058+292.5% | $6,689+196.8% |
| Admin fee / account holder | $4,504 | $9,754-53.8% | $8,394-46.3% | $13,398-66.4% |