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 | $251,816 | $72,273+248.4% | $101,275+148.6% | $79,856+215.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.77% | 22.30%-11.5pp | 46.48%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $7,143 | $2,691+165.4% | $3,660+95.2% | $2,471+189.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,838 | $4,401-35.5% | $5,948-52.3% | $5,306-46.5% |