Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $588,109 | $197,625+197.6% | $177,840+230.7% | $158,966+270.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.72% | 58.76%-48.0pp | 48.32%-37.6pp | 302.95%-292.2pp |
| Employer contribution / active EE | $4,000 | $6,698-40.3% | $5,919-32.4% | $4,762-16.0% |
| Participant deferral / active EE | $25,992 | $8,405+209.3% | $7,714+237.0% | $5,983+334.4% |
| Admin fee / account holder | $4,000 | $15,405-74.0% | $12,431-67.8% | $11,250-64.4% |