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 | $991,421 | $107,015+826.4% | $73,545+1248.1% | $147,585+571.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.57% | 38.25%-21.7pp | -15.16%+31.7pp | 578.56%-562.0pp |
| Employer contribution / active EE | $3,333 | $1,760+89.4% | $1,219+173.4% | $4,876-31.6% |
| Participant deferral / active EE | $22,000 | $2,462+793.7% | $1,806+1118.1% | $5,439+304.5% |
| Admin fee / account holder | $7,611 | $3,055+149.1% | $2,320+228.1% | $10,885-30.1% |