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 | $885,806 | $227,597+289.2% | $189,575+367.3% | $167,536+428.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 59.28% | 78.44%-19.2pp | 64.19%-4.9pp | 478.82%-419.5pp |
| Employer contribution / active EE | $20,140 | $5,316+278.8% | $4,412+356.5% | $4,839+316.2% |
| Participant deferral / active EE | $14,332 | $7,002+104.7% | $6,174+132.2% | $6,342+126.0% |
| Admin fee / account holder | $5,475 | $11,877-53.9% | $9,806-44.2% | $12,315-55.5% |