Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $687,272 | $211,224+225.4% | $178,505+285.0% | $145,897+371.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.24% | 30.28%-7.0pp | 27.16%-3.9pp | 552.29%-529.1pp |
| Employer contribution / active EE | $69,000 | $4,577+1407.7% | $3,955+1644.6% | $4,663+1379.9% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $24,724 | $12,109+104.2% | $10,428+137.1% | $13,390+84.6% |