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 | $578,000 | $148,623+288.9% | $135,974+325.1% | $139,466+314.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.88% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.8pp |
| Employer contribution / active EE | $27,093 | $5,246+416.4% | $4,859+457.6% | $4,754+469.9% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $51,738 | $12,406+317.1% | $10,767+380.5% | $11,409+353.5% |