Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $473,925 | $123,478+283.8% | $216,567+118.8% | $94,015+404.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 38.46% | 23.61%+14.9pp | 12.94%+25.5pp | 17.84%+20.6pp |
| Employer contribution / active EE | $12,378 | $3,136+294.8% | $5,216+137.3% | $2,790+343.6% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,081 | $12,753-91.5% | $21,981-95.1% | $8,951-87.9% |