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 | $765,409 | $211,288+262.3% | $178,540+328.7% | $145,884+424.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.59% | 30.27%-4.7pp | 27.15%-1.6pp | 551.85%-526.3pp |
| Employer contribution / active EE | $24,525 | $4,574+436.2% | $3,953+520.4% | $4,662+426.0% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,690 | $12,105-44.7% | $10,424-35.8% | $13,392-50.0% |