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 | $551,899 | $183,539+200.7% | $155,556+254.8% | $145,897+278.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 10.10% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $15,013 | $5,315+182.5% | $4,675+221.1% | $4,663+222.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,676 | $19,275-86.1% | $15,885-83.2% | $13,390-80.0% |