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 | $875,004 | $124,351+603.7% | $109,188+701.4% | $167,553+422.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.12% | 26.04%-9.9pp | 25.76%-9.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $17,197 | $4,210+308.5% | $3,723+361.9% | $4,840+255.3% |
| Participant deferral / active EE | $16,007 | $5,257+204.5% | $4,654+244.0% | $6,343+152.4% |
| Admin fee / account holder | $2,895 | $7,975-63.7% | $6,755-57.1% | $12,316-76.5% |