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 | $881,665 | $162,821+441.5% | $133,978+558.1% | $158,982+454.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.76% | 41.95%-21.2pp | 45.10%-24.3pp | 302.99%-282.2pp |
| Employer contribution / active EE | $11,111 | $4,976+123.3% | $3,919+183.5% | $4,763+133.3% |
| Participant deferral / active EE | $10,442 | $5,910+76.7% | $5,047+106.9% | $5,983+74.5% |
| Admin fee / account holder | $6,620 | $11,742-43.6% | $8,930-25.9% | $11,252-41.2% |