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 | $517,573 | $148,623+248.2% | $135,974+280.6% | $139,466+271.1% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 17.76% | 79.30%-61.5pp | 68.30%-50.5pp | 373.66%-355.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,275 | $8,103+51.5% | $7,760+58.2% | $6,712+82.9% |
| Admin fee / account holder | $1,569 | $12,406-87.3% | $10,767-85.4% | $11,409-86.2% |