Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $304,052 | $99,345+206.1% | $84,753+258.8% | $273,972+11.0% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 10.30% | 22.93%-12.6pp | 22.78%-12.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $20,137 | $4,214+377.9% | $3,574+463.4% | $4,869+313.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $31,683 | $6,645+376.8% | $5,333+494.1% | $10,133+212.7% |