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 | $889,081 | $87,166+920.0% | $76,735+1058.6% | $137,256+547.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.29% | 26.50%-11.2pp | 29.77%-14.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $14,963 | $2,904+415.2% | $2,454+509.7% | $4,156+260.0% |
| Participant deferral / active EE | $8,350 | $4,726+76.7% | $4,088+104.3% | $6,407+30.3% |
| Admin fee / account holder | $4,389 | $8,403-47.8% | $7,189-38.9% | $12,270-64.2% |