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 | $557,682 | $96,731+476.5% | $123,973+349.8% | $86,983+541.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 12.54% | 17.33%-4.8pp | 388.13%-375.6pp | 25.83%-13.3pp |
| Employer contribution / active EE | $21,643 | $3,297+556.4% | $4,126+424.6% | $2,584+737.4% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $20,513 | $8,722+135.2% | $11,799+73.9% | $7,856+161.1% |