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 | $570,669 | $107,030+433.2% | $73,550+675.9% | $147,586+286.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 67.84% | 38.25%+29.6pp | -15.16%+83.0pp | 578.59%-510.7pp |
| Employer contribution / active EE | $12,658 | $1,760+619.0% | $1,219+938.3% | $4,876+159.6% |
| Participant deferral / active EE | $8,356 | $2,458+239.9% | $1,804+363.1% | $5,439+53.6% |
| Admin fee / account holder | $2,729 | $3,055-10.7% | $2,320+17.6% | $10,886-74.9% |