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 | $309,756 | $100,805+207.3% | $86,698+257.3% | $134,532+130.2% |
| Participation rate | 93.8% | 79.0%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | 1.46% | 29.09%-27.6pp | 35.95%-34.5pp | 418.27%-416.8pp |
| Employer contribution / active EE | $7,233 | $3,490+107.2% | $2,837+155.0% | $4,741+52.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,716 | $10,925-47.7% | $7,493-23.7% | $11,429-50.0% |