Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $351,798 | $106,524+230.3% | $152,301+131.0% | $87,485+302.1% |
| Participation rate | 98.1% | 75.8%+22.4pp | 82.4%+15.7pp | 68.9%+29.2pp |
| Annual return | 75.08% | 26.89%+48.2pp | 80.50%-5.4pp | 26.06%+49.0pp |
| Employer contribution / active EE | $3,116 | $3,371-7.6% | $4,624-32.6% | $2,596+20.0% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,542 | $8,287-33.1% | $14,398-61.5% | $7,775-28.7% |