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 | $478,211 | $199,109+140.2% | $173,730+175.3% | $154,746+209.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.08% | 20.02%-2.9pp | 19.96%-2.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $13,000 | $5,311+144.8% | $4,577+184.0% | $4,379+196.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $83,345 | $20,916+298.5% | $17,523+375.6% | $14,365+480.2% |