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 | $464,128 | $100,147+363.4% | $81,286+471.0% | $145,877+218.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 25.33% | 34.44%-9.1pp | 24.80%+0.5pp | 551.28%-526.0pp |
| Employer contribution / active EE | $22,100 | $2,977+642.3% | $2,463+797.4% | $4,663+374.0% |
| Participant deferral / active EE | $16,923 | $4,607+267.3% | $3,883+335.8% | $6,691+152.9% |
| Admin fee / account holder | $5,555 | $8,201-32.3% | $5,764-3.6% | $13,402-58.5% |