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 | $528,086 | $110,410+378.3% | $102,437+415.5% | $145,897+262.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.89% | 24.85%-6.0pp | 24.95%-6.1pp | 552.29%-533.4pp |
| Employer contribution / active EE | $17,881 | $4,217+324.0% | $3,871+362.0% | $4,663+283.5% |
| Participant deferral / active EE | $17,481 | $5,622+211.0% | $5,060+245.5% | $6,689+161.3% |
| Admin fee / account holder | $50,097 | $9,745+414.1% | $8,388+497.2% | $13,390+274.1% |