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 | $417,664 | $167,504+149.3% | $151,628+175.5% | $134,509+210.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.52% | 7.81%-2.3pp | 3.34%+2.2pp | 418.13%-412.6pp |
| Employer contribution / active EE | $18,784 | $6,828+175.1% | $6,165+204.7% | $4,741+296.2% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $22,231 | $13,779+61.3% | $11,613+91.4% | $11,427+94.6% |