Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $906,551 | $83,369+987.4% | $105,223+761.5% | $67,986+1233.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 18.98% | 24.64%-5.7pp | 180.65%-161.7pp | 31.67%-12.7pp |
| Employer contribution / active EE | $10,181 | $2,541+300.7% | $3,689+176.0% | $2,019+404.3% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $2,413 | $4,073-40.8% | $8,859-72.8% | $3,203-24.7% |