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 | $596,833 | $93,598+537.7% | $135,974+338.9% | $75,173+693.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.40% | 30.89%-15.5pp | 68.30%-52.9pp | 160.72%-145.3pp |
| Employer contribution / active EE | $26,335 | $3,538+644.4% | $4,859+442.0% | $2,671+886.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $43,762 | $6,978+527.2% | $10,767+306.5% | $5,651+674.5% |