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 | $460,674 | $102,245+350.6% | $89,340+415.6% | $137,256+235.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.34% | 21.89%-8.5pp | 20.57%-7.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $11,413 | $2,529+351.2% | $2,231+411.5% | $4,156+174.6% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $76,698 | $8,085+848.6% | $6,704+1044.1% | $12,270+525.1% |