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 | $376,069 | $155,555+141.8% | $146,866+156.1% | $155,188+142.3% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 14.28% | 115.41%-101.1pp | 102.85%-88.6pp | 148.84%-134.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,715 | $14,755-88.4% | $13,620-87.4% | $14,480-88.2% |