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 | $314,288 | $91,537+243.3% | $130,045+141.7% | $75,173+318.1% |
| Participation rate | 96.2% | 71.5%+24.7pp | 78.5%+17.7pp | 67.2%+29.0pp |
| Annual return | 41.99% | -631.55%+673.5pp | -137.30%+179.3pp | 160.72%-118.7pp |
| Employer contribution / active EE | $13,076 | $2,845+359.7% | $4,321+202.6% | $2,671+389.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,400 | $6,780+23.9% | $10,600-20.8% | $5,651+48.7% |