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 | $687,703 | $167,533+310.5% | $151,645+353.5% | $134,545+411.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.19% | 7.81%-21.0pp | 3.34%-16.5pp | 418.37%-431.6pp |
| Employer contribution / active EE | $15,366 | $6,828+125.0% | $6,165+149.2% | $4,742+224.1% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,250 | $13,781-90.9% | $11,614-89.2% | $11,431-89.1% |