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 | $378,785 | $162,136+133.6% | $152,301+148.7% | $154,746+144.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.63% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,320 | $8,341+47.7% | $8,004+53.9% | $6,730+83.1% |
| Admin fee / account holder | $5,636 | $15,759-64.2% | $14,398-60.9% | $14,365-60.8% |