Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $264,522 | $110,278+139.9% | $95,740+176.3% | $139,466+89.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.16% | 27.19%-3.0pp | 28.41%-4.3pp | 373.66%-349.5pp |
| Employer contribution / active EE | $774 | $3,260-76.3% | $2,836-72.7% | $4,754-83.7% |
| Participant deferral / active EE | $22,500 | $4,674+381.3% | $4,244+430.2% | $6,712+235.2% |
| Admin fee / account holder | $10,219 | $6,613+54.5% | $5,676+80.0% | $11,409-10.4% |