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 | $274,771 | $108,825+152.5% | $156,181+75.9% | $82,448+233.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.91% | 20.59%-6.7pp | 64.87%-51.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $9,623 | $2,870+235.3% | $4,294+124.1% | $2,551+277.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,601 | $9,341-40.0% | $14,586-61.6% | $7,234-22.6% |