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 | $616,207 | $110,379+458.3% | $102,412+501.7% | $145,884+322.4% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 10.81% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $33,205 | $4,216+687.6% | $3,870+758.0% | $4,662+612.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $24,675 | $9,745+153.2% | $8,388+194.2% | $13,392+84.3% |