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 | $529,438 | $73,955+615.9% | $96,520+448.5% | $75,181+604.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.19% | 26.72%-10.5pp | 35.72%-19.5pp | 160.69%-144.5pp |
| Employer contribution / active EE | $15,023 | $2,930+412.7% | $3,739+301.8% | $2,671+462.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,730 | $5,217+201.5% | $6,733+133.6% | $5,650+178.4% |