Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $531,707 | $99,994+431.7% | $146,647+262.6% | $85,851+519.3% |
| Participation rate | 95.2% | 73.1%+22.2pp | 80.1%+15.2pp | 69.3%+25.9pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $23,173 | $2,559+805.6% | $4,137+460.2% | $2,565+803.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,850 | $7,703-24.0% | $10,281-43.1% | $6,261-6.6% |