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 | $297,263 | $110,337+169.4% | $102,383+190.3% | $145,877+103.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.05% | 24.83%-8.8pp | 24.94%-8.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $24,391 | $4,216+478.5% | $3,870+530.2% | $4,663+423.1% |
| Participant deferral / active EE | $15,310 | $5,621+172.4% | $5,060+202.6% | $6,691+128.8% |
| Admin fee / account holder | $3,642 | $9,750-62.6% | $8,391-56.6% | $13,402-72.8% |