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 | $298,674 | $149,679+99.5% | $117,039+155.2% | $147,585+102.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.93% | 19.31%-5.4pp | 18.95%-5.0pp | 578.58%-564.7pp |
| Employer contribution / active EE | $8,000 | $4,937+62.1% | $3,785+111.4% | $4,876+64.1% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,188 | $7,856-8.5% | $5,974+20.3% | $10,886-34.0% |