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 | $619,176 | $154,193+301.6% | $130,045+376.1% | $139,466+344.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.39% | 32.51%-20.1pp | -137.30%+149.7pp | 373.66%-361.3pp |
| Employer contribution / active EE | $22,189 | $5,292+319.3% | $4,321+413.5% | $4,754+366.8% |
| Participant deferral / active EE | $15,678 | $6,709+133.7% | $5,820+169.4% | $6,712+133.6% |
| Admin fee / account holder | $2,027 | $13,989-85.5% | $10,600-80.9% | $11,409-82.2% |