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 | $465,522 | $167,362+178.2% | $143,799+223.7% | $134,532+246.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.93% | 0.47%-2.4pp | -0.04%-1.9pp | 418.27%-420.2pp |
| Employer contribution / active EE | $7,261 | $5,620+29.2% | $4,952+46.6% | $4,741+53.2% |
| Participant deferral / active EE | $4,134 | $6,447-35.9% | $5,638-26.7% | $6,401-35.4% |
| Admin fee / account holder | $3,531 | $18,094-80.5% | $14,677-75.9% | $11,429-69.1% |