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 | $761,463 | $110,410+589.7% | $102,437+643.3% | $145,897+421.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.57% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.7pp |
| Employer contribution / active EE | $29,239 | $4,217+593.3% | $3,871+655.4% | $4,663+527.1% |
| Participant deferral / active EE | $6,497 | $5,622+15.6% | $5,060+28.4% | $6,689-2.9% |
| Admin fee / account holder | $382,782 | $9,745+3828.0% | $8,388+4463.4% | $13,390+2758.6% |