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 | $651,383 | $75,962+757.5% | $154,108+322.7% | $64,173+915.0% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -6.95% | 30.32%-37.3pp | 735.21%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $26,711 | $3,350+697.4% | $5,298+404.2% | $2,381+1021.9% |
| Participant deferral / active EE | $14,811 | $3,175+366.5% | $5,081+191.5% | $3,470+326.9% |
| Admin fee / account holder | $5,435 | $5,589-2.8% | $13,411-59.5% | $4,887+11.2% |