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 | $337,434 | $110,410+205.6% | $102,437+229.4% | $145,897+131.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.68% | 24.85%-14.2pp | 24.95%-14.3pp | 552.29%-541.6pp |
| Employer contribution / active EE | $16,400 | $4,217+288.9% | $3,871+323.7% | $4,663+251.7% |
| Participant deferral / active EE | $7,102 | $5,622+26.3% | $5,060+40.4% | $6,689+6.2% |
| Admin fee / account holder | $4,218 | $9,745-56.7% | $8,388-49.7% | $13,390-68.5% |