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 | $279,676 | $54,726+411.1% | $68,793+306.5% | $64,186+335.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 10.90% | -1.62%+12.5pp | -4.63%+15.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $22,482 | $1,846+1117.8% | $2,625+756.4% | $2,381+844.3% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $14,836 | $4,027+268.4% | $5,131+189.2% | $4,888+203.5% |