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 | $343,918 | $115,931+196.7% | $185,441+85.5% | $86,983+295.4% |
| Participation rate | 90.5% | 73.6%+16.9pp | 80.3%+10.2pp | 69.5%+20.9pp |
| Annual return | 15.16% | 21.47%-6.3pp | 20.16%-5.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $12,259 | $2,937+317.4% | $4,672+162.4% | $2,584+374.3% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,694 | $10,687-28.0% | $17,890-57.0% | $7,856-2.1% |