Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $304,260 | $110,379+175.7% | $102,412+197.1% | $145,884+108.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.65% | 24.84%-11.2pp | 24.94%-11.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $8,399 | $4,216+99.2% | $3,870+117.0% | $4,662+80.2% |
| Participant deferral / active EE | $6,623 | $5,622+17.8% | $5,060+30.9% | $6,690-1.0% |
| Admin fee / account holder | $3,166 | $9,745-67.5% | $8,388-62.3% | $13,392-76.4% |