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 | $290,918 | $52,678+452.3% | $75,784+283.9% | $59,633+387.8% |
| Participation rate | 97.1% | 67.2%+29.8pp | 75.8%+21.2pp | 68.7%+28.4pp |
| Annual return | 135.07% | 2.95%+132.1pp | 9.68%+125.4pp | 2041.45%-1906.4pp |
| Employer contribution / active EE | $5,804 | $2,193+164.6% | $3,323+74.6% | $2,203+163.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,321 | $3,610-8.0% | $5,300-37.3% | $4,297-22.7% |