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 | $306,597 | $98,766+210.4% | $149,730+104.8% | $79,852+284.0% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 25.68% | 27.43%-1.8pp | 276.70%-251.0pp | 31.72%-6.0pp |
| Employer contribution / active EE | $1,126 | $3,217-65.0% | $4,645-75.8% | $2,471-54.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,867 | $6,052-36.1% | $9,310-58.5% | $5,306-27.1% |