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 | $598,979 | $165,939+261.0% | $122,354+389.5% | $147,586+305.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 14.99% | 34.56%-19.6pp | 30.28%-15.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $27,000 | $5,754+369.2% | $4,051+566.5% | $4,876+453.7% |
| Participant deferral / active EE | $16,000 | $4,005+299.5% | $3,287+386.7% | $5,439+194.2% |
| Admin fee / account holder | $506 | $7,425-93.2% | $5,479-90.8% | $10,886-95.4% |