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 | $525,011 | $139,948+275.1% | $121,663+331.5% | $154,746+239.3% |
| Participation rate | 95.2% | 78.0%+17.2pp | 74.5%+20.7pp | 80.7%+14.5pp |
| Annual return | 9.56% | 230.52%-221.0pp | 147.54%-138.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $22,571 | $3,521+541.1% | $3,020+647.4% | $4,379+415.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,557 | $17,321-33.3% | $14,289-19.1% | $14,365-19.6% |