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 | $350,414 | $96,956+261.4% | $69,779+402.2% | $273,972+27.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 11.29% | 12.93%-1.6pp | 12.99%-1.7pp | 41.46%-30.2pp |
| Employer contribution / active EE | $20,102 | $3,316+506.2% | $2,338+759.6% | $4,869+312.9% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $743 | $7,934-90.6% | $4,381-83.0% | $10,133-92.7% |