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 | $481,374 | $78,423+513.8% | $95,964+401.6% | $79,856+502.8% |
| Participation rate | 98.2% | 73.5%+24.8pp | 77.1%+21.2pp | 69.6%+28.6pp |
| Annual return | 10.19% | 19.37%-9.2pp | 91.64%-81.5pp | 31.71%-21.5pp |
| Employer contribution / active EE | $17,544 | $1,945+801.8% | $2,541+590.3% | $2,471+609.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $36,378 | $5,622+547.1% | $6,797+435.2% | $5,306+585.5% |