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 | $460,052 | $117,829+290.4% | $102,423+349.2% | $145,877+215.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.89% | 31.83%-20.9pp | 29.42%-18.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,701 | $5,732+208.8% | $5,054+250.2% | $6,691+164.6% |
| Admin fee / account holder | $5,704 | $13,335-57.2% | $9,455-39.7% | $13,402-57.4% |