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 | $334,355 | $105,856+215.9% | $90,161+270.8% | $147,586+126.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.77% | 37.63%-23.9pp | 34.89%-21.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $12,500 | $4,126+202.9% | $3,318+276.7% | $4,876+156.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,402 | $8,046-8.0% | $5,943+24.5% | $10,886-32.0% |