Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $266,940 | $76,551+248.7% | $123,894+115.5% | $62,881+324.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 17.63% | 18.68%-1.0pp | 47.52%-29.9pp | 20.14%-2.5pp |
| Employer contribution / active EE | $25,747 | $2,882+793.3% | $4,617+457.7% | $2,281+1028.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $44,913 | $4,826+830.7% | $8,357+437.4% | $4,296+945.5% |