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 | $346,931 | $47,848+625.1% | $81,473+325.8% | $70,124+394.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 46.30% | 27.25%+19.1pp | 38.78%+7.5pp | 73.14%-26.8pp |
| Employer contribution / active EE | $13,935 | $1,527+812.5% | $2,568+442.7% | $2,342+494.9% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $29,805 | $3,145+847.7% | $4,561+553.4% | $4,645+541.6% |