Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $289,613 | $71,197+306.8% | $93,669+209.2% | $80,925+257.9% |
| Participation rate | 98.5% | 60.4%+38.1pp | 68.7%+29.8pp | 67.7%+30.8pp |
| Annual return | 120.58% | 11.27%+109.3pp | 133.59%-13.0pp | 35.65%+84.9pp |
| Employer contribution / active EE | $839 | $1,565-46.4% | $2,424-65.4% | $2,756-69.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $639 | $6,959-90.8% | $8,291-92.3% | $6,940-90.8% |