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 | $366,877 | $111,787+228.2% | $93,681+291.6% | $145,978+151.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.61% | 203.52%-189.9pp | 133.47%-119.9pp | 550.52%-536.9pp |
| Employer contribution / active EE | $2,393 | $3,093-22.7% | $2,422-1.2% | $4,662-48.7% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $57,324 | $10,256+458.9% | $8,290+591.5% | $13,400+327.8% |