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 | $535,061 | $100,194+434.0% | $122,979+335.1% | $86,983+515.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 25.11% | 16.47%+8.6pp | 20.12%+5.0pp | 25.83%-0.7pp |
| Employer contribution / active EE | $4,506 | $2,326+93.8% | $3,062+47.1% | $2,584+74.4% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $31,462 | $10,148+210.0% | $12,864+144.6% | $7,856+300.5% |