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 | $482,022 | $117,829+309.1% | $102,423+370.6% | $145,877+230.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.76% | 31.83%-21.1pp | 29.42%-18.7pp | 551.28%-540.5pp |
| Employer contribution / active EE | $21,333 | $3,615+490.2% | $3,023+605.7% | $4,663+357.5% |
| Participant deferral / active EE | $15,333 | $5,732+167.5% | $5,054+203.4% | $6,691+129.2% |
| Admin fee / account holder | $5,477 | $13,335-58.9% | $9,455-42.1% | $13,402-59.1% |