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 | $601,929 | $60,349+897.4% | $74,184+711.4% | $62,881+857.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 15.02% | 21.38%-6.4pp | 17.74%-2.7pp | 20.14%-5.1pp |
| Employer contribution / active EE | $27,817 | $1,680+1555.5% | $2,370+1073.6% | $2,281+1119.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $80,515 | $4,261+1789.7% | $5,586+1341.5% | $4,296+1774.3% |