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 | $652,312 | $95,406+583.7% | $185,849+251.0% | $85,847+659.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.74% | 23.59%-11.9pp | 122.10%-110.4pp | 318.61%-306.9pp |
| Employer contribution / active EE | $25,877 | $3,314+680.9% | $5,169+400.7% | $2,565+908.7% |
| Participant deferral / active EE | $16,088 | $3,424+369.9% | $5,569+188.9% | $3,952+307.1% |
| Admin fee / account holder | $156,425 | $7,214+2068.3% | $16,244+863.0% | $6,261+2398.5% |