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 | $555,992 | $211,946+162.3% | $169,452+228.1% | $135,380+310.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 3.41% | 3.26%+0.1pp | 1.83%+1.6pp | 519.81%-516.4pp |
| Employer contribution / active EE | $25,000 | $5,117+388.6% | $4,157+501.4% | $4,779+423.1% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $39,948 | $11,472+248.2% | $9,110+338.5% | $10,828+268.9% |