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 | $362,950 | $176,786+105.3% | $146,643+147.5% | $167,536+116.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.08% | 24.04%-9.0pp | 22.75%-7.7pp | 478.82%-463.7pp |
| Employer contribution / active EE | $2,573 | $5,161-50.1% | $4,137-37.8% | $4,839-46.8% |
| Participant deferral / active EE | $9,000 | $6,440+39.7% | $5,506+63.5% | $6,342+41.9% |
| Admin fee / account holder | $1,480 | $13,262-88.8% | $10,280-85.6% | $12,315-88.0% |