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 | $396,280 | $117,846+236.3% | $102,434+286.9% | $145,884+171.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.48% | 31.90%-14.4pp | 29.46%-12.0pp | 551.85%-534.4pp |
| Employer contribution / active EE | $50,973 | $3,615+1310.2% | $3,023+1586.1% | $4,662+993.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $55,857 | $13,356+318.2% | $9,462+490.3% | $13,392+317.1% |