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 | $580,539 | $111,233+421.9% | - | $145,978+297.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | - | 80.3%+19.7pp |
| Annual return | 9.71% | 21.25%-11.5pp | - | 550.52%-540.8pp |
| Employer contribution / active EE | $16,930 | $5,741+194.9% | - | $4,662+263.2% |
| Participant deferral / active EE | $0 | $5,626-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $49,471 | $6,147+704.8% | - | $13,400+269.2% |