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 | $286,117 | $142,430+100.9% | $115,170+148.4% | $152,885+87.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 26.85% | 41.48%-14.6pp | 35.60%-8.8pp | 345.39%-318.5pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $19,000 | $5,165+267.9% | $4,169+355.8% | $5,851+224.7% |
| Admin fee / account holder | $9,209 | $8,464+8.8% | $7,089+29.9% | $11,598-20.6% |