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 | $277,829 | $72,269+284.4% | $101,271+174.3% | $79,852+247.9% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.8%+22.2pp | 69.6%+28.3pp |
| Annual return | 18.07% | 22.29%-4.2pp | 46.48%-28.4pp | 31.72%-13.6pp |
| Employer contribution / active EE | $21,156 | $2,692+686.0% | $3,660+478.0% | $2,471+756.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12,316 | $4,401+179.8% | $5,948+107.1% | $5,306+132.1% |