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 | $277,185 | $56,484+390.7% | $169,452+63.6% | $64,173+331.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 6.14% | -1.55%+7.7pp | 1.83%+4.3pp | 7.63%-1.5pp |
| Employer contribution / active EE | $18,519 | $1,832+910.6% | $4,157+345.5% | $2,381+677.8% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,916 | $4,174+65.7% | $9,110-24.1% | $4,887+41.5% |