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 | $535,568 | $209,336+155.8% | $197,124+171.7% | $137,256+290.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.85% | 48.09%-31.2pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $20,136 | $9,614+109.4% | $9,135+120.4% | $6,407+214.3% |
| Admin fee / account holder | $115,756 | $17,308+568.8% | $16,298+610.2% | $12,270+843.4% |