Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $807,970 | $176,402+358.0% | $134,162+502.2% | $158,982+408.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.80% | 63.66%-44.9pp | 36.35%-17.5pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,972 | $5,042-41.1% | $3,705-19.8% | $4,763-37.6% |
| Participant deferral / active EE | $13,000 | $4,093+217.6% | $3,500+271.5% | $5,983+117.3% |
| Admin fee / account holder | $5,336 | $8,719-38.8% | $6,685-20.2% | $11,252-52.6% |