Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $493,695 | $176,786+179.3% | $146,643+236.7% | $167,536+194.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,758 | $5,161-46.6% | $4,137-33.3% | $4,839-43.0% |
| Participant deferral / active EE | $18,700 | $6,440+190.4% | $5,506+239.6% | $6,342+194.8% |
| Admin fee / account holder | $378 | $13,262-97.2% | $10,280-96.3% | $12,315-96.9% |