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 | $552,435 | $110,410+400.3% | $102,437+439.3% | $145,897+278.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 29.44% | 24.85%+4.6pp | 24.95%+4.5pp | 552.29%-522.8pp |
| Employer contribution / active EE | $4,545 | $4,217+7.8% | $3,871+17.4% | $4,663-2.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $25,392 | $9,745+160.6% | $8,388+202.7% | $13,390+89.6% |