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 | $62,166+619.7% | $81,286+450.4% | $74,429+501.1% |
| Participation rate | 99.1% | 64.1%+35.0pp | 69.5%+29.6pp | 67.2%+31.9pp |
| Annual return | 19.87% | 16.50%+3.4pp | 24.80%-4.9pp | 1368.38%-1348.5pp |
| Employer contribution / active EE | $1,817 | $1,881-3.4% | $2,463-26.2% | $2,625-30.8% |
| Participant deferral / active EE | $0 | $3,223-100.0% | $3,883-100.0% | $4,348-100.0% |
| Admin fee / account holder | $324 | $1,925-83.2% | $5,764-94.4% | $1,944-83.3% |