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 | $444,519 | $208,088+113.6% | $186,193+138.7% | $154,746+187.3% |
| Participation rate | 86.7% | 80.0%+6.7pp | 77.1%+9.6pp | 80.7%+6.0pp |
| Annual return | 14.13% | 89.97%-75.8pp | 78.03%-63.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,746 | $7,078+122.5% | $6,513+141.8% | $6,730+134.0% |
| Admin fee / account holder | $2,073 | $11,698-82.3% | $11,058-81.2% | $14,365-85.6% |