Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $260,977 | $83,485+212.6% | $125,195+108.5% | $72,976+257.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 27.92% | 25.77%+2.2pp | 43.79%-15.9pp | 81.02%-53.1pp |
| Employer contribution / active EE | $21,357 | $2,346+810.4% | $3,866+452.4% | $2,440+775.3% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,770 | $5,518+58.9% | $9,704-9.6% | $5,124+71.1% |