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 | $304,944 | $82,674+268.8% | $125,381+143.2% | $68,486+345.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 18.29% | -5.97%+24.3pp | 572.31%-554.0pp | -7.85%+26.1pp |
| Employer contribution / active EE | $8,801 | $3,382+160.3% | $4,815+82.8% | $2,597+239.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,983 | $6,277-68.4% | $10,007-80.2% | $5,404-63.3% |