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 | $440,615 | $210,343+109.5% | $153,432+187.2% | $145,959+201.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.57% | 13.38%+0.2pp | 15.66%-2.1pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,954 | $6,047-51.2% | $5,038-41.4% | $4,661-36.6% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,500 | $19,424-82.0% | $12,725-72.5% | $13,398-73.9% |