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 | $965,939 | $107,733+796.6% | $92,985+938.8% | $154,746+524.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 10.62% | 30.39%-19.8pp | 27.99%-17.4pp | 172.34%-161.7pp |
| Employer contribution / active EE | $12,500 | $3,126+299.8% | $2,662+369.5% | $4,379+185.4% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $27,250 | $11,369+139.7% | $9,463+188.0% | $14,365+89.7% |