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 | $456,384 | $79,961+470.8% | $98,462+363.5% | $75,177+507.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 41.14% | 19.75%+21.4pp | 21.17%+20.0pp | 160.75%-119.6pp |
| Employer contribution / active EE | $10,697 | $2,264+372.4% | $3,049+250.8% | $2,671+300.5% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,660 | $6,842+26.6% | $8,875-2.4% | $5,651+53.2% |