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 | $276,718 | $112,300+146.4% | $90,223+206.7% | $125,389+120.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | 1.06% | -0.57%+1.6pp | 1.31%-0.2pp | 282.24%-281.2pp |
| Employer contribution / active EE | $170,000 | $5,181+3181.0% | $4,378+3782.7% | $4,866+3393.6% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20,436 | $10,990+86.0% | $7,406+176.0% | $9,541+114.2% |