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 | $848,640 | $167,352+407.1% | $143,788+490.2% | $134,509+530.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.74% | 0.47%-12.2pp | -0.03%-11.7pp | 418.13%-429.9pp |
| Employer contribution / active EE | $45,338 | $5,620+706.7% | $4,952+815.6% | $4,741+856.4% |
| Participant deferral / active EE | $26,644 | $6,447+313.3% | $5,638+372.6% | $6,400+316.3% |
| Admin fee / account holder | $81,752 | $18,091+351.9% | $14,675+457.1% | $11,427+615.5% |