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 | $327,352 | $112,121+192.0% | $95,960+241.1% | $158,966+105.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.07% | 171.16%-164.1pp | 91.63%-84.6pp | 302.95%-295.9pp |
| Employer contribution / active EE | $2,143 | $3,199-33.0% | $2,541-15.7% | $4,762-55.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,835 | $10,135-62.2% | $6,797-43.6% | $11,250-65.9% |