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 | $816,313 | $97,125+740.5% | $86,233+846.6% | $137,256+494.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.02% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $10,488 | $2,841+269.1% | $2,504+318.8% | $4,156+152.3% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,684 | $9,725-72.4% | $8,342-67.8% | $12,270-78.1% |