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 | $108,882+208.4% | $96,754+247.0% | $154,746+117.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.63% | 98.39%-75.8pp | 82.04%-59.4pp | 172.34%-149.7pp |
| Employer contribution / active EE | $16,656 | $3,018+451.8% | $2,679+521.7% | $4,379+280.3% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,902 | $10,200-12.7% | $8,9050% | $14,365-38.0% |