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 | $389,522 | $197,625+97.1% | $177,840+119.0% | $158,966+145.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.20% | 58.76%-49.6pp | 48.32%-39.1pp | 302.95%-293.7pp |
| Employer contribution / active EE | $15,707 | $6,698+134.5% | $5,919+165.4% | $4,762+229.8% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,836 | $15,405-75.1% | $12,431-69.1% | $11,250-65.9% |