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 | $456,878 | $212,777+114.7% | $173,703+163.0% | $198,609+130.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.18% | 18.82%-0.6pp | 17.46%+0.7pp | 202.70%-184.5pp |
| Employer contribution / active EE | $5,399 | $5,214+3.5% | $4,288+25.9% | $5,055+6.8% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,484 | $19,536-71.9% | $15,562-64.8% | $19,030-71.2% |