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 | $450,925 | $99,345+353.9% | $84,753+432.0% | $273,972+64.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.44% | 22.93%-19.5pp | 22.78%-19.3pp | 41.46%-38.0pp |
| Employer contribution / active EE | $25,000 | $4,214+493.3% | $3,574+599.4% | $4,869+413.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $31,728 | $6,645+377.4% | $5,333+494.9% | $10,133+213.1% |