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 | $458,793 | $86,298+431.6% | $111,308+312.2% | $85,847+434.4% |
| Participation rate | 88.0% | 73.3%+14.7pp | 77.3%+10.7pp | 69.3%+18.7pp |
| Annual return | 11.56% | 19.99%-8.4pp | 54.67%-43.1pp | 318.61%-307.0pp |
| Employer contribution / active EE | $9,193 | $2,044+349.8% | $2,732+236.5% | $2,565+258.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $41,006 | $8,189+400.7% | $7,965+414.8% | $6,261+555.0% |