Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $255,046 | $132,310+92.8% | $105,754+141.2% | $273,972-6.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.07% | 10.08%-6.0pp | 12.25%-8.2pp | 41.46%-37.4pp |
| Employer contribution / active EE | $53,614 | $4,867+1001.7% | $4,079+1214.4% | $4,869+1001.2% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $151,902 | $12,036+1162.0% | $8,309+1728.1% | $10,133+1399.1% |