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 | $863,130 | $127,096+579.1% | $105,736+716.3% | $135,380+537.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.43% | 4.49%-4.1pp | 6.27%-5.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $20,359 | $4,107+395.7% | $3,268+522.9% | $4,779+326.0% |
| Participant deferral / active EE | $18,500 | $5,064+265.3% | $4,080+353.4% | $5,609+229.8% |
| Admin fee / account holder | $170,255 | $9,087+1773.6% | $6,913+2362.9% | $10,828+1472.3% |