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 | $926,836 | $103,164+798.4% | $90,259+926.9% | $154,746+498.9% |
| Participation rate | 88.9% | 76.1%+12.8pp | 70.7%+18.1pp | 80.7%+8.2pp |
| Annual return | 15.51% | 19.25%-3.7pp | 18.88%-3.4pp | 172.34%-156.8pp |
| Employer contribution / active EE | $29,781 | $2,532+1076.4% | $2,291+1199.7% | $4,379+580.1% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,100 | $8,593-17.4% | $7,267-2.3% | $14,365-50.6% |