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 | $299,926 | $87,060+244.5% | $105,591+184.0% | $80,911+270.7% |
| Participation rate | 97.1% | 70.4%+26.6pp | 75.3%+21.8pp | 67.6%+29.4pp |
| Annual return | 51.17% | 17.05%+34.1pp | 116.43%-65.3pp | 35.63%+15.5pp |
| Employer contribution / active EE | $762 | $2,396-68.2% | $3,166-75.9% | $2,756-72.3% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $524 | $8,442-93.8% | $11,024-95.2% | $6,935-92.4% |