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 | $316,316 | $125,237+152.6% | $105,608+199.5% | $145,877+116.8% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 8.54% | 225.76%-217.2pp | 116.50%-108.0pp | 551.28%-542.7pp |
| Employer contribution / active EE | $10,139 | $3,720+172.5% | $3,167+220.1% | $4,663+117.4% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,700 | $17,287-61.2% | $11,028-39.2% | $13,402-50.0% |