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 | $649,984 | $75,935+756.0% | $60,547+973.5% | $125,389+418.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.05% | -5.38%+3.3pp | 335.64%-337.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $10,000 | $3,438+190.9% | $2,419+313.3% | $4,866+105.5% |
| Participant deferral / active EE | $4,320 | $4,506-4.1% | $3,328+29.8% | $5,352-19.3% |
| Admin fee / account holder | $5,485 | $6,768-19.0% | $4,536+20.9% | $9,541-42.5% |