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 | $424,686 | $196,972+115.6% | $182,262+133.0% | $198,609+113.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.48% | 158.27%-148.8pp | 140.60%-131.1pp | 202.70%-193.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $30,900 | $8,643+257.5% | $8,276+273.3% | $6,977+342.9% |
| Admin fee / account holder | $18,886 | $18,429+2.5% | $16,712+13.0% | $19,030-0.8% |