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 | $371,683 | $124,346+198.9% | $111,308+233.9% | $167,536+121.9% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.3%-7.3pp | 82.1%-12.1pp |
| Annual return | 14.07% | 37.45%-23.4pp | 54.67%-40.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $2,508 | $3,437-27.0% | $2,732-8.2% | $4,839-48.2% |
| Participant deferral / active EE | $3,986 | $5,182-23.1% | $4,487-11.2% | $6,342-37.2% |
| Admin fee / account holder | $1,378 | $10,621-87.0% | $7,965-82.7% | $12,315-88.8% |