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 | $377,267 | $87,059+333.3% | $105,608+257.2% | $80,925+366.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 151.50% | 17.05%+134.5pp | 116.50%+35.0pp | 35.65%+115.9pp |
| Employer contribution / active EE | $2,486 | $2,396+3.7% | $3,167-21.5% | $2,756-9.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,832 | $8,443-66.5% | $11,028-74.3% | $6,940-59.2% |