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 | $880,345 | $199,109+342.1% | $173,730+406.7% | $154,746+468.9% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 14.03% | 20.02%-6.0pp | 19.96%-5.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,083 | $7,113+154.2% | $6,326+185.8% | $6,730+168.7% |
| Admin fee / account holder | $9,701 | $20,916-53.6% | $17,523-44.6% | $14,365-32.5% |