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 | $627,016 | $228,352+174.6% | $185,835+237.4% | $158,966+294.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.21% | 40.81%-30.6pp | 35.96%-25.7pp | 302.95%-292.7pp |
| Employer contribution / active EE | $30,000 | $4,967+504.0% | $4,087+634.0% | $4,762+529.9% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,987 | $11,867-58.0% | $9,502-47.5% | $11,250-55.7% |