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 | $607,162 | $140,592+331.9% | $123,105+393.2% | $125,389+384.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.01% | 16.80%-15.8pp | 13.22%-12.2pp | 282.24%-281.2pp |
| Employer contribution / active EE | $25,328 | $6,041+319.3% | $5,151+391.7% | $4,866+420.5% |
| Participant deferral / active EE | $8,750 | $6,980+25.4% | $6,229+40.5% | $5,352+63.5% |
| Admin fee / account holder | $20,628 | $11,198+84.2% | $9,014+128.8% | $9,541+116.2% |