Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $521,334 | $154,754+236.9% | $124,206+319.7% | $138,895+275.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 10.24% | 709.28%-699.0pp | 515.27%-505.0pp | 145.39%-135.2pp |
| Employer contribution / active EE | $33,281 | $4,446+648.5% | $3,540+840.1% | $4,194+693.5% |
| Participant deferral / active EE | $11,750 | $4,621+154.3% | $3,968+196.2% | $6,396+83.7% |
| Admin fee / account holder | $3,306 | $6,690-50.6% | $5,929-44.2% | $12,562-73.7% |