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 | $717,315 | $113,941+529.5% | $94,229+661.2% | $125,389+472.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.71% | 5.29%-8.0pp | 10.68%-13.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $12,495 | $4,727+164.3% | $3,587+248.4% | $4,866+156.8% |
| Participant deferral / active EE | $11,406 | $5,179+120.2% | $4,320+164.0% | $5,352+113.1% |
| Admin fee / account holder | $34,566 | $8,392+311.9% | $6,269+451.4% | $9,541+262.3% |