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 | $461,360 | $101,618+354.0% | $93,063+395.8% | $137,256+236.1% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 19.71% | 223.95%-204.2pp | 34.15%-14.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $935 | $2,707-65.5% | $2,476-62.2% | $4,156-77.5% |
| Participant deferral / active EE | $9,808 | $4,279+129.2% | $3,958+147.8% | $6,407+53.1% |
| Admin fee / account holder | $31,547 | $6,198+409.0% | $6,033+422.9% | $12,270+157.1% |