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 | $332,228 | $115,814+186.9% | $101,275+228.0% | $158,982+109.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.16% | 56.16%-47.0pp | 46.48%-37.3pp | 302.99%-293.8pp |
| Employer contribution / active EE | $26,180 | $4,176+527.0% | $3,660+615.3% | $4,763+449.7% |
| Participant deferral / active EE | $7,878 | $4,958+58.9% | $4,371+80.2% | $5,983+31.7% |
| Admin fee / account holder | $20,152 | $7,249+178.0% | $5,948+238.8% | $11,252+79.1% |