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 | $395,437 | $127,387+210.4% | $115,038+243.7% | $125,389+215.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.75% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $30,334 | $5,166+487.2% | $4,608+558.3% | $4,866+523.4% |
| Participant deferral / active EE | $11,902 | $6,423+85.3% | $6,026+97.5% | $5,352+122.4% |
| Admin fee / account holder | $21,056 | $9,516+121.3% | $8,175+157.6% | $9,541+120.7% |