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 | $260,167 | $73,988+251.6% | $96,538+169.5% | $75,177+246.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 56.64% | 26.73%+29.9pp | 35.74%+20.9pp | 160.75%-104.1pp |
| Employer contribution / active EE | $794 | $2,930-72.9% | $3,740-78.8% | $2,671-70.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $429 | $5,220-91.8% | $6,737-93.6% | $5,651-92.4% |