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 | $280,871 | $105,200+167.0% | $159,474+76.1% | $85,847+227.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 208.52% | 45.08%+163.4pp | 263.68%-55.2pp | 318.61%-110.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,020 | $5,946+102.2% | $7,353+63.5% | $3,952+204.1% |
| Admin fee / account holder | $1,577 | $6,934-77.3% | $10,802-85.4% | $6,261-74.8% |