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 | $852,853 | $167,353+409.6% | $143,797+493.1% | $134,545+533.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.53% | 0.48%-11.0pp | -0.04%-10.5pp | 418.37%-428.9pp |
| Employer contribution / active EE | $17,706 | $5,620+215.0% | $4,952+257.5% | $4,742+273.4% |
| Participant deferral / active EE | $20,600 | $6,447+219.5% | $5,638+265.4% | $6,401+221.8% |
| Admin fee / account holder | $4,289 | $18,096-76.3% | $14,679-70.8% | $11,431-62.5% |