Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $553,740 | $112,729+391.2% | $98,716+460.9% | $137,256+303.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.18% | 38.48%-27.3pp | 31.81%-20.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $4,100 | $2,725+50.4% | $2,279+79.9% | $4,156-1.3% |
| Participant deferral / active EE | $26,750 | $4,640+476.5% | $4,048+560.9% | $6,407+317.5% |
| Admin fee / account holder | $521 | $10,129-94.9% | $8,703-94.0% | $12,270-95.8% |