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 | $860,818 | $211,224+307.5% | $178,505+382.2% | $145,897+490.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.54% | 30.28%-17.7pp | 27.16%-14.6pp | 552.29%-539.8pp |
| Employer contribution / active EE | $27,854 | $4,577+508.6% | $3,955+604.3% | $4,663+497.4% |
| Participant deferral / active EE | $22,746 | $6,966+226.5% | $6,280+262.2% | $6,689+240.0% |
| Admin fee / account holder | $29,781 | $12,109+145.9% | $10,428+185.6% | $13,390+122.4% |