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 | $435,334 | $61,660+606.0% | $80,022+444.0% | $64,173+578.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 82.46% | -0.33%+82.8pp | 11.22%+71.2pp | 7.63%+74.8pp |
| Employer contribution / active EE | $6,290 | $1,810+247.4% | $2,468+154.9% | $2,381+164.2% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,329 | $5,417-1.6% | $6,521-18.3% | $4,887+9.0% |