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 | $406,436 | $110,410+268.1% | $102,437+296.8% | $145,897+178.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 29.66% | 24.85%+4.8pp | 24.95%+4.7pp | 552.29%-522.6pp |
| Employer contribution / active EE | $13,333 | $4,217+216.2% | $3,871+244.5% | $4,663+186.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $57,981 | $9,745+495.0% | $8,388+591.2% | $13,390+333.0% |