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 | $424,692 | $110,410+284.7% | $102,437+314.6% | $145,897+191.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.48% | 24.85%-8.4pp | 24.95%-8.5pp | 552.29%-535.8pp |
| Employer contribution / active EE | $11,791 | $4,217+179.6% | $3,871+204.6% | $4,663+152.9% |
| Participant deferral / active EE | $11,666 | $5,622+107.5% | $5,060+130.5% | $6,689+74.4% |
| Admin fee / account holder | $14,913 | $9,745+53.0% | $8,388+77.8% | $13,390+11.4% |