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 | $330,831 | $99,345+233.0% | $84,753+290.3% | $273,972+20.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.65% | 22.93%-18.3pp | 22.78%-18.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $37,391 | $4,214+787.3% | $3,574+946.1% | $4,869+668.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $64,766 | $6,645+874.6% | $5,333+1114.4% | $10,133+539.2% |