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 | $272,805 | $69,012+295.3% | $160,037+70.5% | $68,490+298.3% |
| Participation rate | 88.8% | 65.4%+23.3pp | 78.0%+10.8pp | 67.9%+20.9pp |
| Annual return | 8.74% | -9.65%+18.4pp | 408.95%-400.2pp | -7.85%+16.6pp |
| Employer contribution / active EE | $16,625 | $2,212+651.4% | $4,226+293.4% | $2,597+540.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $22,173 | $4,798+362.1% | $8,716+154.4% | $5,403+310.4% |