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 | $552,974 | $95,453+479.3% | $112,040+393.6% | $82,448+570.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 22.40% | 23.92%-1.5pp | 24.52%-2.1pp | 41.64%-19.2pp |
| Employer contribution / active EE | $16,530 | $2,318+613.2% | $2,954+459.6% | $2,551+548.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $75,718 | $9,013+740.1% | $12,098+525.9% | $7,234+946.6% |