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 | $879,096 | $92,219+853.3% | $76,767+1045.2% | $135,380+549.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 30.27% | 5.46%+24.8pp | 2.43%+27.8pp | 519.81%-489.5pp |
| Employer contribution / active EE | $13,073 | $3,216+306.5% | $2,485+426.0% | $4,779+173.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,307 | $10,749+23.8% | $6,675+99.3% | $10,828+22.9% |