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 | $332,302 | $99,994+232.3% | $146,647+126.6% | $85,851+287.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 43.44% | 18.93%+24.5pp | 22.75%+20.7pp | 318.63%-275.2pp |
| Employer contribution / active EE | $9,677 | $2,559+278.2% | $4,137+133.9% | $2,565+277.2% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $20,800 | $7,703+170.0% | $10,281+102.3% | $6,261+232.2% |