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 | $299,619 | $93,346+221.0% | $71,796+317.3% | $273,972+9.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 13.65% | 130.39%-116.7pp | 78.04%-64.4pp | 41.46%-27.8pp |
| Employer contribution / active EE | $9,693 | $2,733+254.6% | $1,924+403.7% | $4,869+99.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,471 | $6,571+44.1% | $4,815+96.7% | $10,133-6.5% |