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 | $256,066 | $67,411+279.9% | $91,004+181.4% | $70,126+265.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 35.68% | -40.16%+75.8pp | 4.60%+31.1pp | 73.15%-37.5pp |
| Employer contribution / active EE | $5,938 | $1,786+232.5% | $2,456+141.8% | $2,343+153.5% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,639 | $4,236+9.5% | $5,417-14.4% | $4,645-0.1% |