Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $556,596 | $228,352+143.7% | $185,835+199.5% | $158,966+250.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.03% | 40.81%-33.8pp | 35.96%-28.9pp | 302.95%-295.9pp |
| Employer contribution / active EE | $11,000 | $4,967+121.5% | $4,087+169.1% | $4,762+131.0% |
| Participant deferral / active EE | $26,000 | $6,416+305.2% | $5,633+361.6% | $5,983+334.6% |
| Admin fee / account holder | $17,887 | $11,867+50.7% | $9,502+88.2% | $11,250+59.0% |