Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $315,911 | $152,460+107.2% | $118,746+166.0% | $147,586+114.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 13.25% | 17.41%-4.2pp | 24.54%-11.3pp | 578.59%-565.3pp |
| Employer contribution / active EE | $75,000 | $5,046+1386.3% | $4,193+1688.8% | $4,876+1438.0% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,268 | $16,953-9.9% | $10,720+42.4% | $10,886+40.3% |