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 | $905,734 | $138,393+554.5% | $184,256+391.6% | $80,959+1018.8% |
| Participation rate | 84.2% | 83.9%+0.3pp | 86.8%-2.6pp | 67.7%+16.5pp |
| Annual return | 26.13% | 20.01%+6.1pp | 28.85%-2.7pp | 35.67%-9.5pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,866 | $7,076+95.9% | $9,133+51.8% | $4,300+222.4% |
| Admin fee / account holder | $16,440 | $10,489+56.7% | $13,899+18.3% | $6,925+137.4% |