Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $442,079 | $154,754+185.7% | $124,206+255.9% | $138,895+218.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 15.54% | 709.28%-693.7pp | 515.27%-499.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $7,061 | $4,446+58.8% | $3,540+99.4% | $4,194+68.3% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,296 | $6,690-20.8% | $5,929-10.7% | $12,562-57.8% |