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 | $428,378 | $162,812+163.1% | $133,971+219.8% | $158,966+169.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.33% | 41.94%-31.6pp | 45.09%-34.8pp | 302.95%-292.6pp |
| Employer contribution / active EE | $9,071 | $4,976+82.3% | $3,919+131.5% | $4,762+90.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,898 | $11,741-32.7% | $8,929-11.5% | $11,250-29.8% |