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 | $419,104 | $77,962+437.6% | $178,540+134.7% | $80,935+417.8% |
| Participation rate | 97.2% | 65.7%+31.6pp | 77.1%+20.1pp | 67.7%+29.6pp |
| Annual return | 13.08% | 18.10%-5.0pp | 27.15%-14.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $12,899 | $2,280+465.6% | $3,953+226.3% | $2,757+367.9% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $949 | $7,156-86.7% | $10,424-90.9% | $6,924-86.3% |