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 | $775,048 | $227,566+240.6% | $189,558+308.9% | $167,518+362.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 19.66% | 78.43%-58.8pp | 64.19%-44.5pp | 478.71%-459.1pp |
| Employer contribution / active EE | $22,000 | $5,316+313.9% | $4,412+398.7% | $4,838+354.7% |
| Participant deferral / active EE | $21,667 | $7,002+209.4% | $6,174+251.0% | $6,342+241.6% |
| Admin fee / account holder | $16,667 | $11,881+40.3% | $9,809+69.9% | $12,312+35.4% |