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 | $541,789 | $232,540+133.0% | $185,117+192.7% | $147,585+267.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.55% | 43.03%-29.5pp | 40.50%-26.9pp | 578.58%-565.0pp |
| Employer contribution / active EE | $1,808 | $5,195-65.2% | $4,182-56.8% | $4,876-62.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,355 | $10,275+98.1% | $8,159+149.5% | $10,886+87.0% |