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 | $407,910 | $81,504+400.5% | $102,437+298.2% | $80,959+403.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.42% | 25.60%-14.2pp | 24.95%-13.5pp | 35.67%-24.2pp |
| Employer contribution / active EE | $15,639 | $3,104+403.9% | $3,871+304.0% | $2,757+467.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,982 | $6,719+123.0% | $8,388+78.6% | $6,925+116.3% |