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 | $275,731 | $157,304+75.3% | $141,197+95.3% | $152,909+80.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.96% | 64.34%-35.4pp | 71.41%-42.4pp | 345.46%-316.5pp |
| Employer contribution / active EE | $1,950 | $5,263-62.9% | $4,736-58.8% | $4,764-59.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,050 | $12,126-66.6% | $10,265-60.5% | $11,601-65.1% |