Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $454,766 | $96,731+370.1% | $123,973+266.8% | $86,983+422.8% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 40.82% | 17.33%+23.5pp | 388.13%-347.3pp | 25.83%+15.0pp |
| Employer contribution / active EE | $3,060 | $3,297-7.2% | $4,126-25.8% | $2,584+18.4% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,634 | $8,722-81.3% | $11,799-86.2% | $7,856-79.2% |