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 | $335,767 | $99,053+239.0% | $88,179+280.8% | $138,895+141.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 22.63% | 78.17%-55.5pp | 64.97%-42.3pp | 145.39%-122.8pp |
| Employer contribution / active EE | $16,656 | $2,882+477.9% | $2,549+553.3% | $4,194+297.1% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,902 | $8,748+1.8% | $7,673+16.0% | $12,562-29.1% |