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 | $515,688 | $127,387+304.8% | $115,038+348.3% | $125,389+311.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.21% | 31.28%-31.1pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $31,500 | $5,166+509.7% | $4,608+583.6% | $4,866+547.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,259 | $9,516-55.2% | $8,175-47.9% | $9,541-55.4% |