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 | $654,877 | $183,627+256.6% | $155,602+320.9% | $145,978+348.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.09% | 61.32%-43.2pp | 64.81%-46.7pp | 550.52%-532.4pp |
| Employer contribution / active EE | $56,203 | $5,316+957.2% | $4,675+1102.1% | $4,662+1105.6% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,225 | $19,327-41.9% | $15,923-29.5% | $13,400-16.2% |