Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $600,221 | $76,401+685.6% | $106,387+464.2% | $64,173+835.3% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.5%+19.0pp | 69.6%+26.9pp |
| Annual return | 14.90% | -2.19%+17.1pp | 0.25%+14.6pp | 7.63%+7.3pp |
| Employer contribution / active EE | $24,196 | $2,680+802.8% | $3,520+587.4% | $2,381+916.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $14,282 | $4,610+209.8% | $7,510+90.2% | $4,887+192.2% |