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 | $402,149 | $134,001+200.1% | $112,258+258.2% | $134,509+199.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.67% | 47.15%-46.5pp | 27.47%-26.8pp | 418.13%-417.5pp |
| Employer contribution / active EE | $20,238 | $4,039+401.0% | $3,636+456.7% | $4,741+326.9% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $32,100 | $7,491+328.5% | $6,411+400.7% | $11,427+180.9% |