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 | $353,812 | $68,394+417.3% | $94,672+273.7% | $75,177+370.6% |
| Participation rate | 72.2% | 76.1%-3.9pp | 80.8%-8.6pp | 67.2%+5.0pp |
| Annual return | 22.08% | 616.92%-594.8pp | 156.89%-134.8pp | 160.75%-138.7pp |
| Employer contribution / active EE | $1,811 | $2,701-32.9% | $3,673-50.7% | $2,671-32.2% |
| Participant deferral / active EE | $7,321 | $6,536+12.0% | $7,417-1.3% | $4,126+77.4% |
| Admin fee / account holder | $65,216 | $5,326+1124.5% | $7,222+803.1% | $5,651+1054.0% |