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 | $775,745 | $140,578+451.8% | $100,671+670.6% | $125,389+518.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.38% | 24.67%-27.1pp | 20.43%-22.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $21,314 | $5,965+257.3% | $4,012+431.2% | $4,866+338.0% |
| Participant deferral / active EE | $12,000 | $3,981+201.4% | $3,144+281.7% | $5,352+124.2% |
| Admin fee / account holder | $12,355 | $6,716+84.0% | $4,850+154.8% | $9,541+29.5% |