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 | $750,266 | $58,523+1182.0% | $99,479+654.2% | $72,976+928.1% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 29.08% | 28.51%+0.6pp | 30.72%-1.6pp | 81.02%-51.9pp |
| Employer contribution / active EE | $10,012 | $1,512+562.2% | $2,540+294.1% | $2,440+310.3% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,781 | $4,102+162.8% | $6,253+72.4% | $5,124+110.4% |