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 | $265,388 | $71,873+269.2% | $86,698+206.1% | $68,490+287.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 1.39% | 3.54%-2.1pp | 35.96%-34.6pp | -7.85%+9.2pp |
| Employer contribution / active EE | $9,804 | $2,173+351.1% | $2,837+245.6% | $2,597+277.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16,247 | $6,110+165.9% | $7,492+116.9% | $5,403+200.7% |