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 | $654,526 | $125,797+420.3% | $170,057+284.9% | $75,177+770.6% |
| Participation rate | 87.2% | 83.6%+3.6pp | 87.0%+0.2pp | 67.2%+20.0pp |
| Annual return | 29.28% | 27.20%+2.1pp | 53.42%-24.1pp | 160.75%-131.5pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,117 | $6,838+91.8% | $10,411+26.0% | $4,126+217.9% |
| Admin fee / account holder | $9,156 | $8,177+12.0% | $12,826-28.6% | $5,651+62.0% |