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 | $413,946 | $101,798+306.6% | $165,071+150.8% | $80,935+411.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 19.17% | 16.73%+2.4pp | 70.17%-51.0pp | 35.66%-16.5pp |
| Employer contribution / active EE | $2,941 | $2,954-0.4% | $4,347-32.3% | $2,757+6.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $44,122 | $8,221+436.7% | $12,695+247.6% | $6,924+537.2% |