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 | $670,064 | $110,410+506.9% | $102,437+554.1% | $145,897+359.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.52% | 24.85%-14.3pp | 24.95%-14.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $46,944 | $4,217+1013.2% | $3,871+1112.8% | $4,663+906.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,626 | $9,745+39.8% | $8,388+62.5% | $13,390+1.8% |