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 | $311,948 | $176,786+76.5% | $146,643+112.7% | $167,536+86.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.30% | 24.04%-12.7pp | 22.75%-11.4pp | 478.82%-467.5pp |
| Employer contribution / active EE | $9,000 | $5,161+74.4% | $4,137+117.6% | $4,839+86.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $18,361 | $13,262+38.4% | $10,280+78.6% | $12,315+49.1% |