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 | $261,731 | $103,392+153.1% | $87,104+200.5% | $152,897+71.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 13.16% | 28.10%-14.9pp | 28.19%-15.0pp | 345.43%-332.3pp |
| Employer contribution / active EE | $9,783 | $3,221+203.7% | $2,521+288.0% | $4,764+105.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,789 | $12,194-60.7% | $7,491-36.1% | $11,599-58.7% |