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 | $422,964 | $118,488+257.0% | $98,462+329.6% | $139,487+203.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.55% | 18.96%-1.4pp | 21.17%-3.6pp | 373.84%-356.3pp |
| Employer contribution / active EE | $13,900 | $3,611+285.0% | $3,049+355.9% | $4,755+192.3% |
| Participant deferral / active EE | $27,500 | $5,393+409.9% | $4,738+480.4% | $6,713+309.7% |
| Admin fee / account holder | $986 | $13,868-92.9% | $8,875-88.9% | $11,407-91.4% |