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 | $410,003 | $78,423+422.8% | $95,964+327.2% | $79,856+413.4% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 13.39% | 19.37%-6.0pp | 91.64%-78.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $9,315 | $1,945+378.8% | $2,541+266.5% | $2,471+276.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,412 | $5,622-39.3% | $6,797-49.8% | $5,306-35.7% |