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 | $497,196 | $87,544+467.9% | $75,784+556.1% | $125,388+296.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.67% | 13.49%-12.8pp | 9.68%-9.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $30,388 | $3,930+673.2% | $3,323+814.4% | $4,866+524.5% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,208 | $6,502-4.5% | $5,300+17.1% | $9,541-34.9% |