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 | $277,744 | $97,648+184.4% | $121,663+128.3% | $87,485+217.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 13.16% | 18.03%-4.9pp | 147.54%-134.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $8,974 | $2,300+290.1% | $3,020+197.2% | $2,596+245.7% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $14,366 | $11,100+29.4% | $14,289+0.5% | $7,775+84.8% |