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 | $630,021 | $167,415+276.3% | $140,514+348.4% | $198,609+217.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 10.01% | 13.85%-3.8pp | 14.36%-4.3pp | 202.70%-192.7pp |
| Employer contribution / active EE | $9,091 | $4,088+122.4% | $3,378+169.1% | $5,055+79.8% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,963 | $16,730-58.4% | $13,697-49.2% | $19,030-63.4% |