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 | $268,660 | $129,737+107.1% | $119,126+125.5% | $154,746+73.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.09% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,867 | $5,842+17.5% | $5,318+29.1% | $6,730+2.0% |
| Admin fee / account holder | $22,679 | $11,961+89.6% | $10,693+112.1% | $14,365+57.9% |