Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $331,603 | $87,132+280.6% | $105,624+213.9% | $80,959+309.6% |
| Participation rate | 96.9% | 70.4%+26.4pp | 75.3%+21.6pp | 67.7%+29.2pp |
| Annual return | 11.16% | 17.03%-5.9pp | 116.20%-105.0pp | 35.67%-24.5pp |
| Employer contribution / active EE | $13,784 | $2,397+475.1% | $3,168+335.1% | $2,757+399.9% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $22,822 | $8,449+170.1% | $10,961+108.2% | $6,925+229.5% |