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 | $524,241 | $100,262+422.9% | $81,370+544.3% | $145,897+259.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.92% | 34.52%-21.6pp | 24.85%-11.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $12,462 | $2,979+318.3% | $2,464+405.8% | $4,663+167.3% |
| Participant deferral / active EE | $2,843 | $4,612-38.4% | $3,885-26.8% | $6,689-57.5% |
| Admin fee / account holder | $3,401 | $8,163-58.3% | $5,749-40.8% | $13,390-74.6% |