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 | $634,753 | $167,533+278.9% | $151,645+318.6% | $134,545+371.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.98% | 7.81%-27.8pp | 3.34%-23.3pp | 418.37%-438.3pp |
| Employer contribution / active EE | $23,157 | $6,828+239.1% | $6,165+275.6% | $4,742+388.4% |
| Participant deferral / active EE | $19,260 | $8,985+114.4% | $8,363+130.3% | $6,401+200.9% |
| Admin fee / account holder | $3,072 | $13,781-77.7% | $11,614-73.6% | $11,431-73.1% |