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 | $615,830 | $95,915+542.1% | $79,580+673.9% | $134,532+357.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 7.24% | -2.71%+9.9pp | 0.15%+7.1pp | 418.27%-411.0pp |
| Employer contribution / active EE | $1,674 | $3,129-46.5% | $2,413-30.6% | $4,741-64.7% |
| Participant deferral / active EE | $9,233 | $4,693+96.7% | $3,985+131.7% | $6,401+44.2% |
| Admin fee / account holder | $29,189 | $9,132+219.6% | $6,835+327.0% | $11,429+155.4% |