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 | $344,771 | $76,371+351.4% | $93,621+268.3% | $72,976+372.4% |
| Participation rate | 97.5% | 71.8%+25.7pp | 75.8%+21.7pp | 69.5%+28.0pp |
| Annual return | 51.36% | 25.82%+25.5pp | 32.76%+18.6pp | 81.02%-29.7pp |
| Employer contribution / active EE | $6,741 | $2,276+196.2% | $2,719+148.0% | $2,440+176.3% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,630 | $6,839-61.5% | $7,890-66.7% | $5,124-48.7% |