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 | $313,915 | $176,794+77.6% | $146,647+114.1% | $167,553+87.4% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 15.96% | 24.04%-8.1pp | 22.75%-6.8pp | 478.89%-462.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,386 | $6,440-31.9% | $5,506-20.3% | $6,343-30.8% |
| Admin fee / account holder | $1,586 | $13,262-88.0% | $10,281-84.6% | $12,316-87.1% |