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 | $257,803 | $133,998+92.4% | $112,263+129.6% | $134,545+91.6% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | 3.75% | 47.17%-43.4pp | 27.49%-23.7pp | 418.37%-414.6pp |
| Employer contribution / active EE | $12,750 | $4,040+215.6% | $3,636+250.6% | $4,742+168.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,831 | $7,493+57.9% | $6,410+84.6% | $11,431+3.5% |