Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $536,767 | $215,361+149.2% | $171,082+213.7% | $273,972+95.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.21% | 25.14%-22.9pp | 32.56%-30.3pp | 41.46%-39.2pp |
| Employer contribution / active EE | $20,166 | $4,967+306.0% | $4,002+403.9% | $4,869+314.2% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $18,070 | $10,846+66.6% | $8,520+112.1% | $10,133+78.3% |