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 | $649,673 | $98,240+561.3% | $82,312+689.3% | $147,586+340.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.18% | 30.85%-18.7pp | 25.88%-13.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $35,949 | $3,192+1026.3% | $2,428+1380.4% | $4,876+637.2% |
| Participant deferral / active EE | $2,003 | $4,383-54.3% | $3,706-46.0% | $5,439-63.2% |
| Admin fee / account holder | $153,427 | $8,563+1691.7% | $5,608+2636.0% | $10,886+1309.4% |