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 | $917,785 | $131,835+596.2% | $108,582+745.2% | $273,972+235.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 27.64% | -91.57%+119.2pp | -51.70%+79.3pp | 41.46%-13.8pp |
| Employer contribution / active EE | $22,079 | $4,913+349.4% | $3,758+487.5% | $4,869+353.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,701 | $10,253-63.9% | $7,645-51.6% | $10,133-63.5% |