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 | $308,414 | $48,364+537.7% | $71,796+329.6% | $62,881+390.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 52.00% | 13.16%+38.8pp | 78.04%-26.0pp | 20.14%+31.9pp |
| Employer contribution / active EE | $12,092 | $1,042+1060.6% | $1,924+528.3% | $2,281+430.1% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $69,472 | $3,771+1742.1% | $4,815+1342.9% | $4,296+1517.2% |