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 | $382,791 | $157,304+143.3% | $141,197+171.1% | $152,909+150.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.82% | 64.34%-43.5pp | 71.41%-50.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $16,236 | $5,263+208.5% | $4,736+242.8% | $4,764+240.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,151 | $12,126+57.9% | $10,265+86.6% | $11,601+65.1% |