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 | $295,066 | $213,785+38.0% | $185,441+59.1% | $155,188+90.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.56% | 19.97%-12.4pp | 20.16%-12.6pp | 148.84%-141.3pp |
| Employer contribution / active EE | $14,286 | $5,393+164.9% | $4,672+205.8% | $4,248+236.3% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,263 | $21,134-94.0% | $17,890-92.9% | $14,480-91.3% |