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 | $531,238 | $201,370+163.8% | $184,256+188.3% | $145,897+264.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.84% | 29.05%-7.2pp | 28.85%-7.0pp | 552.29%-530.4pp |
| Employer contribution / active EE | $24,726 | $7,024+252.0% | $6,427+284.7% | $4,663+430.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,832 | $16,364-82.7% | $13,899-79.6% | $13,390-78.8% |