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 | $535,873 | $110,212+386.2% | $96,534+455.1% | $139,466+284.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 16.25% | 26.42%-10.2pp | 25.88%-9.6pp | 373.66%-357.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,915 | $5,547-47.5% | $4,851-39.9% | $6,712-56.6% |
| Admin fee / account holder | $42,478 | $11,599+266.2% | $8,253+414.7% | $11,409+272.3% |