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 | $447,376 | $62,177+619.5% | $81,370+449.8% | $74,478+500.7% |
| Participation rate | 99.1% | 64.1%+35.0pp | 69.5%+29.5pp | 67.2%+31.9pp |
| Annual return | 19.87% | 16.62%+3.3pp | 24.85%-5.0pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $1,817 | $1,881-3.4% | $2,464-26.2% | $2,626-30.8% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $324 | $1,927-83.2% | $5,749-94.4% | $1,946-83.4% |