Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $522,725 | $110,410+373.4% | $102,437+410.3% | $145,897+258.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.49% | 24.85%-10.4pp | 24.95%-10.5pp | 552.29%-537.8pp |
| Employer contribution / active EE | $34,193 | $4,217+710.8% | $3,871+783.4% | $4,663+633.3% |
| Participant deferral / active EE | $14,790 | $5,622+163.1% | $5,060+192.3% | $6,689+121.1% |
| Admin fee / account holder | $4,244 | $9,745-56.5% | $8,388-49.4% | $13,390-68.3% |