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 | $587,923 | $201,344+192.0% | $184,243+219.1% | $145,877+303.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.54% | 29.01%-9.5pp | 28.82%-9.3pp | 551.28%-531.7pp |
| Employer contribution / active EE | $14,037 | $7,022+99.9% | $6,427+118.4% | $4,663+201.0% |
| Participant deferral / active EE | $22,062 | $9,807+125.0% | $9,132+141.6% | $6,691+229.8% |
| Admin fee / account holder | $5,937 | $16,382-63.8% | $13,914-57.3% | $13,402-55.7% |