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 | $827,366 | $213,785+287.0% | $185,441+346.2% | $155,188+433.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 10.65% | 19.97%-9.3pp | 20.16%-9.5pp | 148.84%-138.2pp |
| Employer contribution / active EE | $59,854 | $5,393+1009.9% | $4,672+1181.0% | $4,248+1309.1% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,156 | $21,134-80.3% | $17,890-76.8% | $14,480-71.3% |