Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $758,179 | $77,920+873.0% | $149,723+406.4% | $75,177+908.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.11% | 31.72%-15.6pp | 134.50%-118.4pp | 160.75%-144.6pp |
| Employer contribution / active EE | $37,689 | $3,138+1101.0% | $4,821+681.7% | $2,671+1311.0% |
| Participant deferral / active EE | $23,106 | $3,411+577.3% | $5,682+306.6% | $4,126+459.9% |
| Admin fee / account holder | $171,898 | $5,951+2788.8% | $13,215+1200.8% | $5,651+2941.7% |