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 | $496,107 | $61,660+704.6% | $80,022+520.0% | $64,173+673.1% |
| Participation rate | 89.7% | 71.7%+18.0pp | 75.8%+13.8pp | 69.6%+20.1pp |
| Annual return | 9.20% | -0.33%+9.5pp | 11.22%-2.0pp | 7.63%+1.6pp |
| Employer contribution / active EE | $18,975 | $1,810+948.1% | $2,468+668.8% | $2,381+697.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $42,084 | $5,417+676.9% | $6,521+545.3% | $4,887+761.1% |