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 | $622,108 | $88,672+601.6% | $105,223+491.2% | $82,448+654.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.18% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $25,124 | $3,048+724.3% | $3,689+581.2% | $2,551+884.9% |
| Participant deferral / active EE | $8,385 | $4,036+107.8% | $5,072+65.3% | $4,139+102.6% |
| Admin fee / account holder | $26,722 | $7,146+273.9% | $8,859+201.6% | $7,234+269.4% |