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 | $375,460 | $167,415+124.3% | $140,514+167.2% | $198,609+89.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 14.82% | 13.85%+1.0pp | 14.36%+0.5pp | 202.70%-187.9pp |
| Employer contribution / active EE | $25,483 | $4,088+523.4% | $3,378+654.3% | $5,055+404.1% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $24,286 | $16,730+45.2% | $13,697+77.3% | $19,030+27.6% |