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 | $513,676 | $156,616+228.0% | $133,346+285.2% | $198,609+158.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 10.40% | 44.25%-33.9pp | 36.85%-26.5pp | 202.70%-192.3pp |
| Employer contribution / active EE | $10,000 | $3,368+196.9% | $2,853+250.5% | $5,055+97.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,880 | $17,468-83.5% | $14,264-79.8% | $19,030-84.9% |