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 | $536,167 | $180,028+197.8% | $138,135+288.1% | $158,982+237.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 8.07% | 21.68%-13.6pp | 20.51%-12.4pp | 302.99%-294.9pp |
| Employer contribution / active EE | $22,976 | $7,470+207.6% | $5,587+311.3% | $4,763+382.4% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,099 | $17,912-82.7% | $11,856-73.9% | $11,252-72.5% |