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 | $835,584 | $91,198+816.2% | $178,503+368.1% | $79,856+946.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.73% | 24.20%-11.5pp | 151.12%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $28,127 | $3,257+763.7% | $5,011+461.3% | $2,471+1038.2% |
| Participant deferral / active EE | $16,594 | $3,237+412.7% | $5,202+219.0% | $3,741+343.6% |
| Admin fee / account holder | $24,919 | $6,748+269.3% | $13,987+78.2% | $5,306+369.6% |