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 | $891,934 | $147,594+504.3% | $121,871+631.9% | $198,609+349.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 11.29% | 12.94%-1.7pp | 13.57%-2.3pp | 202.70%-191.4pp |
| Employer contribution / active EE | $15,909 | $3,007+429.1% | $2,731+482.5% | $5,055+214.7% |
| Participant deferral / active EE | $10,807 | $5,168+109.1% | $4,318+150.3% | $6,977+54.9% |
| Admin fee / account holder | $208,611 | $15,134+1278.4% | $11,551+1706.0% | $19,030+996.2% |