Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $609,018 | $198,260+207.2% | - | $138,895+338.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | - | 79.9%+20.1pp |
| Annual return | 5.37% | 734.64%-729.3pp | - | 145.39%-140.0pp |
| Employer contribution / active EE | $10,500 | $6,031+74.1% | - | $4,194+150.3% |
| Participant deferral / active EE | $31,000 | $4,542+582.5% | - | $6,396+384.7% |
| Admin fee / account holder | $9,383 | $7,792+20.4% | - | $12,562-25.3% |