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 | $997,908 | $94,439+956.7% | $73,658+1254.8% | $154,746+544.9% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 15.18% | 28.25%-13.1pp | 29.72%-14.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $22,500 | $1,257+1689.6% | $1,032+2079.5% | $4,379+413.8% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,654 | $3,843+281.3% | $3,357+336.5% | $14,365+2.0% |