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 | $462,287 | $135,956+240.0% | $123,894+273.1% | $273,972+68.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.79% | 56.63%-52.8pp | 47.52%-43.7pp | 41.46%-37.7pp |
| Employer contribution / active EE | $53,750 | $5,170+939.7% | $4,617+1064.2% | $4,869+1004.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,807 | $9,817-61.2% | $8,357-54.4% | $10,133-62.4% |