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 | $278,462 | $63,861+336.0% | $104,639+166.1% | $79,856+248.7% |
| Participation rate | 96.4% | 64.9%+31.5pp | 74.1%+22.4pp | 69.6%+26.8pp |
| Annual return | 12.98% | 21.30%-8.3pp | 340.67%-327.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $11,067 | $1,588+596.8% | $2,682+312.7% | $2,471+347.8% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $35,675 | $4,185+752.5% | $6,465+451.8% | $5,306+572.3% |