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 | $455,333 | $192,829+136.1% | $142,516+219.5% | $139,487+226.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 11.32% | 18.07%-6.7pp | 20.03%-8.7pp | 373.84%-362.5pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,378 | $15,120-71.0% | $10,008-56.3% | $11,407-61.6% |