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 | $629,228 | $167,522+275.6% | $151,639+315.0% | $134,532+367.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.69% | 7.81%-16.5pp | 3.34%-12.0pp | 418.27%-427.0pp |
| Employer contribution / active EE | $17,143 | $6,828+151.1% | $6,165+178.1% | $4,741+261.6% |
| Participant deferral / active EE | $22,521 | $8,986+150.6% | $8,363+169.3% | $6,401+251.8% |
| Admin fee / account holder | $33,599 | $13,780+143.8% | $11,613+189.3% | $11,429+194.0% |